About: You’re invited to join Wintrust Wealth Management as they review retirement plans for small businesses. Hear the differences between IRAs, SIMPLE IRA, Plans, SEPs, 403(b) Tax-Sheltered Annuity Plans, Designated Roth Accounts, SARSEPs, Multiple Employer Plans and learn which one is right for you. Speakers will demonstrate how to build a foundation – grow your company, establish your retirement goals/needs, and much more. Join us for pre-workshop networking opportunities and a continental breakfast courtesy of Town Bank followed by the workshop immediately after.
Tuesday, July 11, 2017
7:30 – 8:00 am: Networking
8:00 – 9:00 am: Workshop Presentation
Hosted by: Town Bank
140 South 1st Street, Suite 100
Milwaukee, WI 53204
This workshop is free compliments of Town Bank.