Lunch & Learn: Business Planning: Retirement Plans, Tax Credits, and More

Lunch & Learn: Business Planning: Retirement Plans, Tax Credits, and More

Join fellow Chamber members for a free luncheon designed to help you navigate today’s evolving landscape for business owners. Hear from industry experts as they break down your options for employer-sponsored retirement plans (401(k), SIMPLE IRA, SEP, 403(b) and more), uncover valuable tax credits, and share strategies for long-term success—for both you and your employees. Whether you’re wondering how often to review your plan, what it really costs, or how to maximize your benefits, you’ll walk away with practical insights and answers to your biggest questions. Don’t miss this opportunity to strengthen your business and plan confidently for the future.

Presenters:
Pat Cambell, RVP Retirement Plan Counselor at Capital Group
Doug McLeod, Pension Consultant from at Farmer & Bets
Ryan Vander Galien, Financial Advisor at Edward Jones
 
Key points could include:

• Ongoing Changes for Business Owners
• Tax Credits Available As a Business Owner
• Discover your options for employee sponsored plans (401K, SIMPLE IRA, SEP, 403B, etc)
• Long term planning for yourselves and your employees
• Advantages of owning a business

• What are our options?
• How often should our plan be reviewed?
• How do we get tax credits?
• How expensive is a 401k?