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Small Business Retirement Plans

Steadfast Companies

Wednesday, June 14, 2017 from 9:00 AM to 12:00 PM (PDT)

Small Business Retirement Plans

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RSVP Jun 14, 2017 Free  

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Need to complete your 20 Hours of CPE Credits For 2017?

If so you should definitely attend our 3-Hour Small Business Retirement Planning class.

 

This is a FREE event

Seats are limited and this event will fill up quickly


 

At Our FREE Event We will Cover:

 

> An overview of the Small Business Marketplace 

 

> Business Legal and Tax Structures

 

> Employer Based IRA Plans

 

> DC Plans for Small Businesses

 

> DB Plans for Small Businesses

 

> Action Plan for 2017

 

 

So Who are We and Why are We Qualified to Talk About This?

Founded in 1994, Steadfast Companies has acquired, developed and managed in excess of $5.5 billion of real estate, including a current portfolio of over 36,000 apartment units and more than 5.2 million square feet of industrial, office and retail space across 25 states.

Today Steadfast Companies owns and/or operates a diverse portfolio valued at approximately $4.2 billion and comprising over 140 properties across the United States and Mexico.

 

Have questions about Small Business Retirement Plans? Contact Steadfast Companies

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When & Where


Steadfast Financial
18100 Von Karman Ave Suite
Irvine, CA 92614

Wednesday, June 14, 2017 from 9:00 AM to 12:00 PM (PDT)


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Organizer

Steadfast Companies


Mr. McMurtry is the Steadfast Capital Markets Group's (SCMG) regional vice president for the Southern California region where he manages SCMG's sales efforts, supports registered reps and advisors and cultivates SCMG's broker-dealer channel in Orange County, San Diego and the Inland Empire.

Jason started his career in the financial services industry over 15 years ago working for firms that included John Hancock, MetLife Investors and ING Annuities. More recently, Mr. McMurtry was vice president of sales and sales desk manager at Grubb & Ellis where he hired, trained and managed a team of 20 REIT internal wholesalers and co-developed a national sales strategy to sell two REIT products. Prior to joining SCMG, he was president of Berkeley Capital Securities where he oversaw all aspects of broker-dealer sales, operations and compliance. Jason has an MBA in Finance.

Licenses: FINRA Series 7, 24, 63, 65 and California Real Estate


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Small Business Retirement Plans
Things to do in Irvine, CA Class Business

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