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BEGIN:VEVENT
DTSTART:20260129T170000Z
DTEND:20260129T190000Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:Lunch & Grow: Exploring Qualified Retirement Plans: Finding the Right Fit for Your Business
DESCRIPTION:Presenters from WealthSage Advisors of Raymond James - Jennifer Sherman\, MA\, AIF \, Senior Vice President\, Investments\, Branch Manager and Amanda Feldkamp\, Vice President\, Investments\, CRPCTM\, CEPA \n\n \n\nChoosing the right retirement plan can be a powerful tool for attracting and retaining employees while meeting your business goals. This session provides an overview of common qualified plan types including SEP and SIMPLE IRAs\, 401(k) plans\, safe harbor options\, and defined benefit plans along with key considerations for flexibility\, cost\, and compliance. Gain clarity on which plan design might align best with your objectives.
X-ALT-DESC;FMTTYPE=text/html:<div style="margin-left:0in\;"><span style="font-size:11.0pt\;">Presenters from WealthSage Advisors of Raymond James - Jennifer Sherman\, MA\, AIF&reg\;\, Senior Vice President\, Investments\, Branch Manager and Amanda Feldkamp\, Vice President\, Investments\, CRPC<sup>TM</sup>\, CEPA&reg\;</span></div>\n\n<div style="margin-left:0in\;">&nbsp\;</div>\n\n<div style="margin-left:0in\;"><span style="font-size:11.0pt\;">Choosing the right retirement plan can be a powerful tool for attracting and retaining employees while meeting your business goals. This session provides an overview of common qualified plan types&mdash\;including SEP and SIMPLE IRAs\, 401(k) plans\, safe harbor options\, and defined benefit plans&mdash\;along with key considerations for flexibility\, cost\, and compliance. Gain clarity on which plan design might align best with your objectives.</span></div>\n
LOCATION:HBASE Office
UID:e.9375.6897
SEQUENCE:3
DTSTAMP:20260403T194534Z
URL:http://hbasiouxempiresd.memberzone.com/events/details/lunch-grow-exploring-qualified-retirement-plans-finding-the-right-fit-for-your-business-6897
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