Fundamentals of Retirement Plans for Business Owners: How to Find the Right

775 West Bijou Street,Colorado Springs CO 80905

22 September, 2021

Description

Interested in learning more about retirement plan options as a business owner with or without employees? This class is intended to go over the various options available to you focusing primarily on the SEP, SIMPLE, and 401(k) plans. It will also focus on the advantages and disadvantages of each in a straightforward presentation to leave you with actionable information to take the next steps. You will leave knowing the fundamentals, the pros and cons, the annual requirements, as well as the tax implications for each type of plan. This is intended to be informational and is not a sales presentation. There is no cost to attend this event and lunch will also be provided. Nicole Ries is not your typical CPA. She prioritizes educating clients and working as a strategic partner for clients throughout the year. She focuses on building collaborative relationships and really getting to know her clients as she believes that is essential to add the most value to the relationship. While she has a Master's of Accounting and Financial Management and over 8 years of experience, she really prides herself on being able to add personality and make taxes a little bit more fun for clients. She absolutely loves what she does and being able to help people with something that can be very intimidating and overwhelming.