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Clackamas: Qualified Retirement Plan Solutions to Benefit Business Owners/Key Employees (2 hrs CE)
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Join us for our March meeting when we will discuss Retirement
Plans options and the benefit to business owners and to their
employees. This material will be presented by Greg Timmons from
Edward Jones and Dan Litwora from Principal Financial. We will
hear information regarding these topics and review calculating
tax benefits. Materials for the meeting will be provided at
the door. Arrive early, 5:30 - 6-ish and enjoy dinner!

3/19/2018
When: Monday, Mar 19, 2018
6:30 - 8:30 pm
Where: Denny's Restaurant - Banquet Room
15815 SE 82nd Drive
Clackamas, Oregon 
United States
Presenter: Greg Timmons from Edward Jones
and Dan Litwora from Principal Financial
Contact: Yvonne A Schwartz


Online registration is available until: 6/30/2018
« Go to Upcoming Event List  

Join us for our March meeting when we will discuss Retirement Plans options and the benefit to business owners and to their employees. This material will be presented by Greg Timmons from Edward Jones and Dan Litwora from Principal Financial. We will hear information regarding these topics and review calculating tax benefits. Materials for the meeting will be provided at the door.
 
The  presentation will cover:

Primary sources of retirement income; employer, government, and employee funded.
Types of deferred compensation plans, types of defined benefit plans, maximizing contributions, profit sharing plans, safe harbor, Pension Protection Act of 2006, cash balance plan.

Upcoming meetings will include discussions on Social Security, Foreign Income and Informational Security.

 

Insider tip:  Your certificate for two hours of CE will be available more quickly if  you REGISTER for the class using the button above.

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