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Wednesday, October 18, 2017Community Event

Wellness Workshop: Small Business Retirement Plans

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Owning a small business can be overwhelming! Choosing retirement options for your business is an important and complicated process, but InspireFCU makes it easy!

During this FREE workshop, William Davis, Certified Financial Plannerâ„¢, will guide you through your retirement options, and answer any questions you may have. Learn what alternatives and resources are available to you now and in the future!

You will learn

  • To take advantage of asset consolidation
  • Make flexible contributions that may help save on taxes
  • Compare features and benefits of different retirement plans
  • SEP, SIMPLE, 401(k), and Individual 401(k) plans
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We inspire you to reach maximum financial wellness!


When:
Wednesday, October 18, 2017 6:30 PM thru 07:30 PM
Where:

Inspire Federal Credit Union

Newtown Branch Training Room

3 Friends Lane
Newtown, PA 18940

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