How Creating a Retirement Plan Can Help Your Business Succeed 

Starting a retirement savings plan can be easier than most business owners think.  Many times, it is just understanding all of the options available to them along with the features and benefits of each that can help make all the difference in getting started. 

 Here are some of the basic questions that will be answered:

• Why save in a retirement plan? And what are the tax advantages?
• What is the difference between a SEP, SIMPLE, 401k, UNI-K, Profit Sharing and Defined Benefit Plan? And which one makes the most sense for my business?
• If I have just started my business, isn't is too expensive to set up a retirement plan? (Hint – the answer is no)
• How is a Roth 401k or Safe Harbor 401k beneficial to me or my employees?

Speaker:  Kim Penzone is a Financial Advisor at UBS Financial Services, Inc. She is a CFP professional; a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Chartered Retirement Planning Counselor SM designation. She is series 7 & 66 licensed, as well as life, health and annuity insurance licensed.  Kim is a graduate of Capital University, and has been a member of their Alumni Board for 10 years. She resides in Powell with her family and enjoys outdoor sports.  

Parking is free.  There is a $10.00 fee and registration is required.  Select PayPal payment option to pay with regular credit card or PayPal account.   

All Veterans may attend free.  When registering enter the discount code VETERAN.  A valid ID will be required at the door.

 About SCORE Columbus OH

The Columbus OH SCORE Chapter provides FREE Counseling and Low Cost Workshops to new and existing businesses in the Central Ohio region comprised of the Franklin, Delaware, Union, and Madison, Central Ohio Counties.  Visit us today at Columbusoh.score.org