Small Business Retirement Plans: From SIMPLE to Sophisticated
November 17, 2011 at 4:00 PM - 5:00 PM
, San Diego
Presented By:
Joseph Forlenza CPA, CFP, CRPC, Financial Advisor - Ameriprise
During this complimentary seminar, you’ll learn ways to:
Take advantage of asset consolidation.
Make flexible contributions that may allow you to save on taxes.
Compare the features and benefits of SEP, SIMPLE, 401(k) and Individual(k) plans.
To reserve a spot: call us at (619) 298-7880 or email us at cindy.holcomb@calcpa.org
Event Owner: Joe Forlenza (CFP Financial Advisor at Ameriprise Financial Services, Inc.)
