Seminar: Retirement Planning, Plans for the Dentists, Offices

Posted by niche on Oct 18, 2011

Strategic Partners

_10451448_two_dentists_MN_male_female_ndaNorthern Dental Alliance Members, Charlie Steingas, EA, MAAA, MSPA and Rick Epple, CFP® will be co-hosting an educational seminar on Friday, November 4 at 9:00 am.

Charlie will be presenting on "How Small Business Owners Can Take Advantage of Their Size to Achieve Financial Independence Via Their Retirement Plan".

Please join us to learn more about this important topic affecting business owners.

Even if you have a business retirement plan, you will want to learn if you have the best for your circumstances.

Objective of the educational session:

    Provide information all business owners can use.

CBA_NDA_charlie_steingas_consultants_MNWhy is important to have the most appropriate retirement plan in place for a business owner?

What are the different types of retirement plan options for a business owner?

What factors should be looked at when determining the appropriate retirement plan for a business including timing and design ideas?

What retirement plans allow the most tax deferral and savings for the owner?

  • When: Friday, November 4
  • Time: 9:00 am to 10:30 am
  • Where: 1000 Twelve Oaks Center Dr  •  Suite 101
  • Cost: $0 (free)
  • What: Light breakfast to be served
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