The Subject:

Retirement Plans: The Untold Story - A Series of Case Studies

Have you ever wondered if the retirement plan you offer through your company is doing what you need? Whether you are a business owner just turning the corner on becoming profitable or a seasoned veteran who is starting to think of what you will do with the next phase of your life, we encourage you to attend this session.

This seminar is structured around a series of case studies, rich with content that you will find relatable to your situation. Few people realize how much opportunity there is in designing your company’s plan to meet your personal and business needs. The wrong plan design often does more harm than good. While a properly designed plan, congruent with your goals, can multiply your effectiveness.

Who should attend?

Any owner interested in making their retirement plan meet their business needs and goals

What you will learn...

In addition to learning how to avoid simple pitfalls that keep you from taking full advantage of your plan in any given year, you will gain insight into how plan design can help you:

• Minimize plan costs while maximizing benefits,
• Catch up on your personal retirement savings, and
• Smooth the transfer of the business to the next generation with less risk.

You also will be invited to ask questions prompted by the case studies that relate to your personal situation.

The Expert:

Porter Alexander, ATW, LLC, is an innovative Financial Consultant with over a decade of experience in the Financial Services industry. Porter’s hallmark has been to understand each client specifically and to assess the often unintended benefit or consequence of the solutions being implemented.  

Designing benefit plans by deciphering the owner’s needs and understanding their limitations, to craft solutions that grow with the business, Porter draws on his wide knowledge of business, investment and accounting concepts to get to the root of the issues and assist owners with growing their business, saving on taxes, keeping their employees, and positioning for a seamless exit. Ask, understand, make sure you understand, and do!

“Knowledge is a process of piling up facts; wisdom lies in their simplification.”  Martin H Fischer.

Lunch provided. Menu Options:

Please indicate your menu preference with registration.

~ Each entrée comes with your choice of two sides ~
southwestern spiced french fries
or fresh fruit

• Fire Grilled Chicken Quesadilla
  (Roasted peppers + grilled chicken + caramelized onions + sharp cheddar cheese + guacamole + sour cream + pico de gallo)
• Sequoyah Club Wrap
  (Sugar cured ham + roasted turkey + smoked bacon + chipotle mayo + swiss cheese + diced tomato relish + mixed baby greens…)
• California Chop Salad
  (Chopped iceberg + provolone cheese + roma tomatoes + artichoke hearts + chickpeas + roasted turkey + scallions + toasted tortilla strips + white balsamic vinaigrette)

 

Note: The Legacy Centre's Lunch & Learn Series is a monthly/bi-monthly educational workshop in a small group setting that gives owners and key employees the freedom to ask questions and seek specialized training from experts on professional topics pertinent to their business success.