What Business Owners Need to Know About Retirement Plans
Wednesday, March 22, 2017 from 8:30 AM to 9:30 AM
San Francisco, California
London, United Kingdom
Learn the various types of retirement plans that are available and the pro’s and con’s of each.
- Discover the information you need as a business owner to maximize your retirement benefits while minimize your tax burden.
- Learn the various compliance standards the Department of Labor requires to maintain a qualified plan.
- Discover how a Retirement Plan can help retain current employees as well as attract new qualified candidates.
- Learn the different types of retirement plans and which one might be right for your business.
Adrian Elder is a Partner at Yuma Investment Group Wealth Management. Adrian is a transplant from the great state of Michigan where he worked for Edward Jones Investments and PNC Financial. He has also worked in the accounting field as a tax accountant giving him diverse insight into the taxation of investments. He is a Professional Plan Consultant (PPC), for Qualified Retirement Accounts and is studying to be an Accredited Investment Fiduciary (AIF).
Adrian is a graduate of Central Michigan University where he received a Bachelor’s of Science Degree in Business Administration in 2007. He holds his Series 7, Series 66, and Series 63 registrations through LPL Financial. He also has his Insurance License for Life, Accident, Health and Annuities.
Adrian and his wife Jamie live in Yuma with their sons Tyler and Ryan.. Jamie is a second grade teacher at Salida Del Sol Elementary School. Adrian is a board member of the Yuma Rotary Club, Member of the Elks and Knights of Columbus, and serves on the board for Nex Gen Yuma Leadership Council, where he dedicates his time to helping those that are less fortunate. He also enjoys golf, fishing, skiing, camping, sports… and just about any other outdoor activities.
When: Wed. March 22 from 8:30 a.m. to 9:30 a.m. (Water and light snacks will be provided.)
Where: Goodwill Career Center, 3097 S. 8th Avenue, Yuma, 85364