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The SIMPLE: A simple matching retirement plan for employers - 2019 Seminar Series

The Business Guides | CPAs and Advisors for Business Owners

Wednesday, October 16, 2019 from 12:00 PM to 1:30 PM (PDT)

The SIMPLE: A simple matching retirement plan for...

Registration Information

Type Remaining End Quantity
Seminar Seat Reservation   more info 23 Registrations Ended Free  

Event Details

NOTE THE TIME: This is a special lunchtime presentation, held from noon-1:30 p.m. You are welcome to bring your own lunch, and we'll serve coffee and light snacks.



Learn why a SIMPLE (Savings Incentive Match Plan for Employees) IRA can be the most cost- and time-effective retirement plan for employers to choose for themselves and their employees.

Per the IRS, "[a] SIMPLE IRA plan provides small employers with a simplified method [emphasis added] to contribute toward their employees' and their own retirement savings. Employees may choose to make salary reduction contributions and the employer is required to make either matching or nonelective contributions."

A business structured as a sole proprietorship, partnership or corporation can set up a SIMPLE, and part-time employees can be eligible. Contributions are deductible by the business, and the plan has lower administrative costs than other options.

We'll walk through three case studies to demonstrate how the SIMPLE would work with the different employer match options.

Check with your CPA or tax advisor about whether a SIMPLE is a good fit for your business, and learn about it here from the perspective of a financial advisor who assists employers in setting up the accounts and getting their employees properly invested.

We scheduled this seminar during the day to enable business owners to attend with a key employee, if desired.



WHO WILL BENEFIT?

Small business owners who are considering offering a retirement savings plan to their employees with salary deferrals and an employer match, and want a plan that is low-cost and fairly simple to administer.



PRESENTERS:

Presenter Stephen Sklar
Stephen Sklar, Financial Advisor, Edward Jones ~ Stephen is a financial advisor registered with Edward Jones since 2015, and holds a Series 7, a Series 66, and an insurance license. His branch office is located in Port Townsend. Stephen serves on the boards of the Jefferson County Chamber, the Northwest School of Wooden Boatbuilding, and the Jefferson Clemente Foundation. An active Rotary member, he also participates in events with Kiwanis, Dove House and Centrum.

Edward Jones company logo
Edward Jones
,
 a Fortune 500 firm, provides financial services for individual investors in the United States and, through its affiliate, in Canada. The firm has more than 17,500 financial advisors who care for more than 7 million clients with more than $1 trillion in assets under management.



WHAT PAST ATTENDEES HAVE TO SAY ABOUT THIS SEMINAR SERIES:

  • "Well organized and easy to follow. Speakers were knowledgeable and friendly."

  • “Good attention to individual questions, well organized. Presenters engaged, enthusiastic, and clearly well prepared to make core concepts and more advanced materials as accessible as possible.”

  • "The Business Guides offers a huge gift to our community by organizing and hosting these seminars. The class I attended was robust and informative, with relevant examples and engaged attendees who added their personal expertise to the conversation."



FAQs:

How many people from my business may attend?

You may reserve up to two seats when you register. Seating is limited to 30 participants for these free seminars, so we respectfully request that you register a maximum of two people associated with your business, such as yourself and your spouse, or yourself and a key employee. Employees are welcome to attend without the business owner.

Will I get a reminder email about this event?

Yes, at the email you used when registering. You will receive a confirmation email immediately, and a reminder email in the days before the event. Please share with the additional person you registered, if applicable. We recommend you add the event to your calendar.

- Is it necessary to create an Eventbrite account?

Yes, and it's easy to create your free account as part of the registration process. We use Eventbrite online registration software for your convenience and ours.


It's not necessary to LOG IN to register, but in order to verify your registration or make any changes, you will need to log in. If you've forgotten your password, follow the prompts for resetting it.


TIP: Not sure if you have an account with Eventbrite? When you type your email into the Attendee Information form, you'll either see a "Create Password" field appear below it (meaning you don't have an account), or you'll be allowed to register without being asked for your password (meaning your email is already associated with an account).

Can I edit my information after registering?

Yes, you may log onto your Eventbrite account and edit your order information on the Tickets page anytime up until the day of the event. You may update the information on your order (like name, email address, additional attendee, or answers to the organizer's questions), or you may cancel the order to free up your seat (see next FAQ).

What if I can't attend after registering?

If your plans change, and you cannot attend, please let us know as soon as possible so we may offer your seat to someone on the waiting list. You may cancel your order on the Tickets page by logging into Eventbrite (see above FAQ). Or you may contact The Business Guides directly (see next FAQ).

How can I contact the organizer with any questions?

Marketing & Education Coordinator Shelly Randall can be reached at shelly@thebusinessguides.com or by phoning (360) 385-6961, ext. 7.

Have questions about The SIMPLE: A simple matching retirement plan for employers - 2019 Seminar Series? Contact The Business Guides | CPAs and Advisors for Business Owners

When & Where


The Business Guides
1005 Lawrence Street
Port Townsend, WA 98368

Wednesday, October 16, 2019 from 12:00 PM to 1:30 PM (PDT)


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Organizer

The Business Guides | CPAs and Advisors for Business Owners

We guide business owners to financial freedom.

At The Business Guides, we offer CPA-guided financial services exclusively for small business owners, including tax planning and preparation. We are small business experts, certified to guide owners in all aspects of business from start-up to business sale and retirement.

As part of our commitment to helping small businesses (and their owners) prosper, we offer complimentary business owner education both for our clients and for the public.

Subscribe to our mailing list to be notified as soon as our annual Small Business Seminar Series is announced, so you may register before the free classes fill.

We serve small businesses and their owners in Jefferson County and throughout Washington State. Schedule a complimentary consultation to see if we're a good fit to guide your business by calling (360) 385-6961.

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