Increasing life expectancy, rising health and long-term care expenses, decreasing government benefits and inflation are all factors that make retirement planning vital for financial security. Taking advantage of retirement tax benefits is one method to increase your savings and investments. BUT WHERE DO YOU START? This class will cover investment diversification, mutual funds and a low-cost way to add a major employee incentive. We will specifically explain:
SIMPLE IRASEP IRA401(k)Safe Harbor 401(k)Solo K PlanProfit SharingNon-Traditional Profit-Sharing plansDefined BenefitNon-qualified Deferred Compensation
Instructor: Leslie Warren, a Registered Investment Advisor and member of FINRA/SIPC. With over 20 years of retirement advising and banking experience. Leslie is a current member of MESO's loan committee.
MESO clients remember to ask for your discount code.
Invesco Retirement Plans for Small Businesses
If you have questions about which retirement plan would be best for your small business, you will want to attend this seminar. We will discuss 3 important topics:
1. Major misconceptions that keep many business owners from putting together the kind of retirement strategy they need
2. The benefits of a retirement plan from the perspective of the employee and the employer
3. A comparison of the different types of retirement plans available to small business owners so you can make an informed decision on which would be in the best interest of yourself and your business.
Tuesday, January 31, 2023
6:00 pm – 7:00 pm, Pacific Time
Speaker
Leslie Warren, AIF®
Manao Wealth Strategies
Wealth Consultant
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
ABOUT MESO
MESO offers a wide range of services, including business classes, consulting, tailored growth planning, access to capital, credit building, and a connection to local resources. Leslie also serves on MESO's loan committee.
Our work has been focused on poverty alleviation through entrepreneurship in minority communities and distressed areas. We practice our values and mirror our clients in race and culture, which has led to trust building, empowerment and results such as default rate of less than 2% and not a single business closing during the pandemic. Revenues have increased over 1600% for some and clients have bought buildings, saved for their children’s education and planned for their retirement.
Our philosophy of customizing support to the needs of the business, becomes a unique partnership with each business owner, walking with them as they navigate their way to success. We help produce personalized solutions and implementable strategies to help ensure a successful process, while recognizing the complex and multi-level problems experienced by entrepreneurs, and offer support services in an integrated manner.
www.mesopdx.org