Live Webinar

Fireside chat: Is your retirement strategy failing you and your business?

Image of Chris Jaffe

Chris Jaffe

MSA, Director at CBIZ

Image of Tom Krusic

Tom Krusic

CFP®· CPC· AIF®, Financial Consultant at intellicents

Tuesday, October 29, 2024 at 5:00 PM UTC

As a business owner, are you overlooking key opportunities when it comes to planning for your retirement and securing your company’s future? Maybe you haven't set up a retirement plan for yourself or your employees? Or perhaps you're relying on simple options that don't maximize your benefits? What could you be leaving behind—both personally and for your business?

In honor of National Retirement Security Month, join us for an eye-opening fireside chat where we’ll be joined by Tom Krusic, CFP®· CPC· AIF®, Financial Consultant at intellicents and Chris Jaffe, MSA, Director at CBIZ  to help uncover missed opportunities in your retirement planning. 

Takeaways include: 

  • Retirement savings options specifically for business owners

  • How to improve your business's financial position by leveraging a 401(k) 

  • How to take advantage of tax credits with retirement plans

Don’t miss this chance to reflect on your retirement goals and ensure you’re not leaving valuable opportunities on the table.

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