Retirement Planning for Business Owners
Start & Grow Your Business Seminar Series
Even small business owners and entrepreneurs need to plan for retirement.
Financial advisor Peter Newman will walk us through an interactive retirement planning session, covering the basic options available for business owners to save for retirement--e.g. IRA, 401K, SEP, Simple, taxable brokerage--and the pros and cons of the various approaches. Don't miss this great opportunity to learn more about your options for retirement saving and investing.
About the Expert: Peter Newman, CFA founded Peak Wealth Planning, LLC in 2014 to provide bespoke investment advice and financial planning to a select group of families. Peter works with clients who accumulated wealth through real estate investments, concentrated stock ownership, or running a family business. He assists individuals and families to clarify financial goals, minimize taxes, diversify investments, protect and grow wealth, and maintain confidence in their financial future.
The seminar runs from 8:00-9:00 am with optional networking from 9:00-9:30. Doors open at 7:45 am. Registration is recommended. Light refreshments will be served. Part of the Start & Grow Your Business Seminar Series.
Registration is closed.
Main Library, Robeson Pavilion Room A & B
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