Savings Plan for
Small Business Owners

Yes, we are under daily operating pressures and yes, we tend to treat financial planning as a lower priority.  But, investing the time and consulting with an expert can provide significant benefits over the long term for the small business owner.

Learn how to take advantage of existing tax regulations to establish deferred compensation and savings/retirement plans for your business.   These actions will increase cash flow and lower your tax bills while building a nest egg for the future.  The workshop will provide an overview of the plans which are available to small businesses.  Just as important, the suitability of the various options will be reviewed based upon the business profile and the owner's objectives.  Finally, the presentation will touch on the critical nature of business continuity planning and providing for families or even trusted employees should unforeseen events occur.

Come join our SCORE expert, Alan Englander and learn about this important topic.  Mr. Englander spent his career working for Citi Bank in various financial management roles and is currently a licensed financial planner.

Attendees will:

• learn about their retirement and savings plan options;
• understand the relative advantages and disadvantages of the various plans (e.g., tax deferral, maintenance, overhead, financial and employee risk, etc.)
• learn which plans are suitable candidates for them based on the current state of development of their business.