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Savory Bites, Smart Insights: Retirement Planning for Your Business
October 22 @ 4:30 pm - 6:30 pm
Choosing the right retirement plan for your business doesn’t have to feel overwhelming.
Join Angela Hall, CFP® from Note Advisors and Ashley Sixt Gerhard, CPA from Sixt Gerhard & Associates, for an engaging and informative event designed for business leaders who want to choose the best retirement plan for their employees, offset costs, and strengthen employee retention.
Enjoy complimentary charcuterie with your favorite drink as you connect with fellow business leaders and learn how to:
- Identify or enhance the best retirement plan for your business and team
- Unlock tax credits that may help offset costs
- Understand the advantages of a Pooled Employer Plan (PEP)
- Stay compliant and informed with key SECURE 2.0 updates
Bring a friend, colleague, or fellow business owner. We look forward to hosting you at Meet & Eat Charcuterie for this unique mix of financial insight, networking, and delicious flavors! RSVP by October 21.