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 Lowell Chamber of Commerce

    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 24^th at 11:30 AM

Cavaleiro’s Restaurant

573 Lawrence Street

Lowell, MA. 01852-3534

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