Small Businesses Retirement Plans: from SIMPLE to Sophisticated
Businesses grow and change. Your retirement plan needs to be flexible.
Jonathan T. Dunlea, Financial Advisor
in association with
The Greater
invites you to join us for a special seminar,
Small Businesses Retirement Plans:
from SIMPLE to Sophisticated
Hosted by Jonathan T. Dunlea, Financial Advisor
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.
Tuesday, May 24th at 11:30 AM
Cavaleiro’s Restaurant
Space is limited. Please make a reservation for you and any guests.
Call Carol Travers at 978.459.8154.
This is an informational seminar. There is no cost or obligation.
lunch will be provided
Date and Time
Tuesday May 24, 2011
11:30 AM - 1:00 PM EDT
May 24, 2011
11:30 a.m.
Location
Cavaleiro's Restaurant
573 Lawrence Street
Lowell, MA 01852
Fees/Admission
FREE with reservations
Website
Contact Information
Carol Travers
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