Retirement Plans In Your Business & After

CONEJO VALLEY CHAPTER EVENT

Retirement Plans In Your Business & After


The speakers will discuss how qualified retirement plans can be used by employees to save for retirement and by business owners to create deductions. They will then discuss how to exit retirement plans upon the sale or closing of a business. Lastly, they will discuss common compliance issues with retirement plans which can impact the value of a business when it is sold.

Learning Objectives:

  • To provide information on establishing the right retirement plan while operating a business
  • To discuss common operational failures when a plan is in existence
  • To provide information on existing a retirement plan when a business is closed or sold

 

About the Presenters:

Learn from industry experts, Meredith Sesser, and Ray Liden. 

Meet the Presenters

 

Thank You to Our Sponsors:

Esther Hopkins 
Heritage Capital Strategist
Singer LewakLACG

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIConejoValley.org.

About the Presenters


Meredith Sesser
Ray Liden