500 W. Madison St., Suite 1150 Chicago, IL 60661 - 312 353 4540


Wednesday, May 10, 2017 From 9:00 to 11:00 AM

Workshop - Lifetime Financial Security
(How to Fund a Strategic Retirement Plan for You and Your Employees)

Here’s my educated guess.  When you ventured out to start your new business, nobody handed you a fat pension or a 401(k).  Preparing for a peaceful, prosperous retirement is in YOUR hands, for better or worse!  Take control of your own financial future – attend this workshop to learn over 20+ retirement programs out there for you and your employees.  Build up your own nest egg, and attract and retain key employees!  Bonus: Learn about how J.C. Penny, Ray Kroc, Walt Disney and others started their business and how they used their retirement plans to accelerate the growth of their business at the same time. 

This workshop brings a comprehensive look into the retirement landscape available for business owners.  Which plan is best suited for you?  Given the paltry savings rate of most Americans, the rising cost of living and medical care, and the squeeze the middle class is feeling, it is essential to pick a savings and investing strategy that fits the needs of each business owner. 

1. Learn the basics of qualified and non-qualified retirement plans.

2. Understand the tax-implications of setting up a retirement plan for you and your employees.

3. Consider your tolerance for risk as a business owner, and how that plays into your portfolio.

4. Weigh the pros and cons of over 20 financial vehicles and retirement plans available.

5. Calculate a “magic number” needed to retire to the lifestyle you want.

Presenter: Mark Willis MDiv is a #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago.  Over the years, he has helped over 400 clients take back control of their financial future and build their businesses with savvy, efficient financial solutions.  Whether it’s helping a client growing or selling a business, save for retirement, or save and pay for college, Mark sets up a blueprint for his clients to follow and partners with them for the long haul.  Mark works with people who want to grow their wealth in ways that are safe and predictable, become their own source of financing, and create tax-free income in retirement.

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