Broker Check
24 Sept
Small Business Retirement Plan Workshop

Description

📅 Date: Wednesday, September 24th, 2025
🕠 Time: 5:30 – 6:30 PM
📍 Location: 27710 Jefferson Ave, Suite 102, Temecula, CA 92590
🎟️ Cost: Free — just bring your questions!

Join us for an engaging and informative workshop tailored specifically for small business owners who want to better understand their retirement plan options. Led by financial professionals, this session will cover:

  • ✅ The CalSavers Mandate and how the state-sponsored retirement solution works

  • ✅ A side-by-side comparison of employer retirement plans: 401(k), SIMPLE IRA, SEP IRA, Profit Sharing, and Defined Benefit

  • ✅ Tax advantages and credits associated with each plan, explained through a real-world case study

This is the perfect opportunity for proactive business owners who want to feel confident about choosing the right retirement plan for themselves and their employees.

Enjoy a charcuterie board and other refreshments while gaining valuable insights to simplify and strengthen your retirement planning strategy.

Date and Time

Wed, Sep 24, 2025

5:30p - 6:30p 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?