$35 – $50

March Business Builder: Retirement Planning Options Available in California

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Location

The Sutter Club

1220 9th Street

Sacramento, CA 95814

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Refund Policy

Refund Policy

No Refunds

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Description

Come join NAWBO Sacramento for our monthly business builder series! During this session, Rita Gibson and Beth Harrington of Benefit Resources will discuss all of the options including the new Cal Savers plan with a focus on qualified retirement plans (401k Plans etc) that are available to businesses, as well. Beth and Rita are the "Dream Team' when working with qualified retirement accounts.

Rita's firm has been in business for over 25 years, creating strategies that help increase and protect their clients’ wealth, minimize their tax bills, increase their company’s bottom line, and protect business and personal assets. They look to replace income in the event of premature death or disability. Dedicated to furnishing a full range of services and products to help their clients, Rita serves middle and upper-income families, professionals, business owners, and retirees.

She is a member of the Sacramento Rotary Club, UC Davis Children’s Miracle Network Fundraising Committee, Life member of the Million Dollar Round Table, and National Association of Insurance and Financial Advisors. She co-chaired the Power House Science Center Bids for Kids benefit for the Rotary Club and raised over $300,000. Rita graduated from University of California, Davis and holds the designation Life Underwriter Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU), as well as the Retirement Income Certified Professional (RICP). She is an Investment Advisor Representative of HTK.

Please note: Business Builder Series are limited to 2 meetings per non-member. If you would like to attend additional meetings and events or learn more about NAWBO, please visit nawbo-sac.org or email membership@nawbo-sac.org.

Purchase your "Early Bird Ticket" through the Friday before the event and save! Please note, all ticket sales are final.

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Date and Time

Location

The Sutter Club

1220 9th Street

Sacramento, CA 95814

View Map

Refund Policy

No Refunds

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