Tuesday March 25, 2014 from 11:30 AM to 1:00 PM PDT
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La Finestra Ristorante 
100 Lafayette Circle, #101
Lafayette, CA 94549

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Linda Carlson 
Lafayette Chamber of Commerce 

Business Retirement Plan Seminar: What You Need to Know 

The Lafayette Chamber of Commerce, along with the Orinda and Moraga Chambers of Commerce, invite you to a lunch seminar to learn about Retirement Plans and your business at La Finestra Ristorante100 Lafayette Circle, Lafayette. Whether you have a plan or not, this outstanding panel of presenters can help you ask the right questions to maximize your plan's potential under the current laws, start of update your plan, and give you tips on how to follow the rules.

Seminar recommended for Business Owners, C-Level Executives, Human Resource Directors, Tax Preparers

Speakers include:

Merrill Lynch, Nicole Preovolos, VP, Senior Retirement Plan Consultant; Transamerica, Trey Banton, Regional Vice President; Internal Revenue Service, Stanley Posis, Revenue Agent; Sara Ennor, Estate and ERISA Attorney; and Nicholas Pension Consultants, Leonard Roberts, Principal and Consultant.  Moderated by Sylvia Jorgensen, President of Orinda Chamber of Commerce.

Seminar fee of $25 includes lunch.