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Small Business Retirement Plan Workshop

Small Business Retirement Plan Workshop

Thursday, August 28, 2025 (10:00 AM - 11:00 AM) (PDT)

Description

Ready to simplify retirement planning? 


Join us for an engaging, expert-led workshop designed specifically for small business owners navigating California’s retirement mandate. 

☕ Bonus: Enjoy complimentary coffee and bagels to start your morning off right! 


What We’ll Cover: 


• ✅ What the CalSavers Mandate means for your business — and how to stay compliant 


• 🔄 A side-by-side comparison of plans like 401(k), SEP IRA, SIMPLE IRA, Profit Sharing, and Defined Benefit — in plain English 


• 💰 Tax credits and advantages you may be missing — explained through a real-world business scenario


 Whether you're looking to enroll in CalSavers or explore private options, you’ll leave with the clarity and confidence to make the best decision for your business.


Register here: https://www.ajtwealthconsultants.com/events/small-business-retirement-plan-workshop

AJT Wealth Consultants
27710 Jefferson Ave Suite 102
Temecula, CA 92590 United States
Event Contact
Ryan Trantum
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Thursday, August 28, 2025 (10:00 AM - 11:00 AM) (PDT)
Categories
Member Hosted Event
Educational Event
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