Description

📅 Date: Wednesday, September 24th, 2025 

🕠 Time: 5:30 – 6:30 PM 

📍 Location: 27710 Jefferson Ave, Suite 102, Temecula, CA 92590 

🎟️ Cost: Free — just bring your questions! 

Join us for an engaging and informative workshop tailored specifically for small business owners who want to better understand their retirement plan options. Led by financial professionals, this session will cover: 

✅ The CalSavers Mandate and how the state-sponsored retirement solution works 

✅ A side-by-side comparison of employer retirement plans: 401(k), SIMPLE IRA, SEP IRA, Profit Sharing, and Defined Benefit 

✅ Tax advantages and credits associated with each plan, explained through a real-world case study 

This is the perfect opportunity for proactive business owners who want to feel confident about choosing the right retirement plan for themselves and their employees. 

Enjoy a charcuterie board and other refreshments while gaining valuable insights to simplify and strengthen your retirement planning strategy. 

Register Here: Retirement Plan Workshop | Temecula Small Business