Broker Check
28 Aug
Small Business Retirement Plan Workshop

Description

Join us for an informative workshop tailored for small business owners looking to explore the best retirement plan options for themselves and their employees. This session, led by financial professionals, will cover:

  • The CalSavers Mandate and the state-sponsored retirement solution
  • A comparison of employer retirement plans: 401(k), SIMPLE IRA, SEP IRA, Profit Sharing, and Defined Benefit
  • Tax advantages and credits associated with each plan, illustrated through a real-world case study

This workshop is ideal for proactive business owners aiming to make informed decisions about retirement planning.

Date and Time

Thu, Aug 28, 2025

10:00a - 11:00a PST

Location

AJT Wealth Consultants

27710 Jefferson Ave. Suite 102
Temecula 92590
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PT1H

Event Registration

Will you be able to attend this event?