Wine, Wealth, and What’s Next for Business Owners

By Edward Jones Financial Advisor Taya cowan

Indulge in a wine tasting and learn about recent law changes affecting retirement plans for small business owners.

Date and time

Location

Total Wine & More

3938 Horton Street Emeryville, CA 94608

Agenda

5:00 PM - 5:30 PM

Presentation

Presentation led by Edward Jones financial advisor and John Hancock retirement plan specialist. Topics cover recent legislative changes for California retirement plans, new tax incentives and retirem...

5:30 PM - 6:00 PM

Wine Tasting!

Wine tasting! Enjoy 4 different pours from vineyards local to the California, Italian and Spanish regions.

Good to know

Highlights

1 hour
all ages
In person
Free parking

About this event

Business • Startups

Retirement Plan Options for Small Business Owners

Free wine tasting!

Join us at Total Wine & More for an informative event tailored specifically for small business owners! Learn about different retirement plan options that can benefit you and your business. Whether you're a solopreneur or have a small team, understanding your retirement choices is crucial. Our experts will guide you through the process and answer any questions you may have. Don't miss out on this opportunity to secure your financial future!

Organized by

Edward Jones Financial Advisor Taya cowan

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