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Business Executives: Retirement Planning for the Self-Employed

November 14 @ 6:00 pm - 7:30 pm

Free

Presenter: Alicia Mitros, Certified Financial Planner, Business and Financial Strategies, Coralville

**Key SE Retirement Topics**

  1. Maximize Tax-Advantaged Accounts: Explore retirement plans like Solo 401(k)s and SEP IRAs to boost savings while reducing taxable income.
  2. Diversify Investments: Learn strategies for balancing risk and growth in your retirement portfolio, tailored to self-employed professionals.
  3. Plan for Healthcare Costs: Discuss how to prepare for healthcare expenses and insurance options as part of your retirement strategy.

Complimentary for local business executives. Bring a colleague and gain valuable insights into securing your financial future.

RSVP required by Nov. 7, 2024

Details

Date:
November 14
Time:
6:00 pm - 7:30 pm
Cost:
Free
Event Category:

Venue

North Liberty Co-Lab
215 Hwy 965 #1
North Liberty, IA 52317 United States
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Organizer

bmp, CPA LLC
Email
rachelle@bmp-cpa.com

Must have 12 attendees to hold this event. You will receive confirmation within 2 days of required RSVP date.