Networking @ 9
Sponsored by
Networking @ 9 will feature:
Jeffrey Breese, CRPC with Flores Wealth Management
Topic:
“Retirement Plan Alternatives for Small Businesses”
Jeff will share with you:
- Why business owners should have a retirement plan.
- What plan types are available to business owners.
- Misconceptions about retirement plans.
- Real world scenarios benefitting business owners and their employees.
Jeff has been in the financial services industry since 1999. As the retirement plan specialist at Flores Wealth Management (an independent firm), he helps clients understand the maze of options and ever-changing government regulations associated with retirement plans. Considering the state of Social Security and personal savings rates in the U.S., it is more important than ever for individuals to take control of their own retirement savings. Jeff’s goal is to leave participants with a clearer picture of how they and their businesses might benefit from a retirement plan.
*Securities offered exclusively through
Raymond James Financial Services, Inc.
Member FINRA/SIPC
No cost to attend
but registration is requested
Date and Time
Friday May 4, 2012
8:45 AM - 10:30 AM MST
Starts: 0845AM
Ends: 1030AM
Contact Information
Brad Ness
phone:4809634571 x205
fax:4809630188
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