Small Business Owners Retirement Plans: From SIMPLE to Sophisticated - Evanston October 26, 2019 

The purpose of this presentation is to educate small business owners on what is available to them for retirement planning. The presenter will review the pros and cons of each program and respond to questions. The main reason to go over these options is so that business owners, when possible, can start to utilize their title to their advantage for long term planning and short term tax advantages. The program will also help business owners expand benefits to additional employees either now or in the future. 

Presenter:

Ryan May

 Ryan May is a Certified Financial Planner, Accredited Portfolio Manager, and Certified Divorce Analyst with a Master’s Degree in Finance. He has worked in financial services for over 17 years and has served as an advisor for 15.

Previously, Ryan worked for JP Morgan’s Private Wealth group for over 10 years before associating with Ameriprise two years ago. He focuses on planning and investments with small business owners and medical professionals

Ryan May is a Certified Financial Planner, Accredited Portfolio Manager, and Certified Divorce Analyst with a Master’s Degree in Finance. He has worked in financial services for over 17 years and has served as an advisor for 15.

Previously, Ryan worked for JP Morgan’s Private Wealth group for over 10 years before associating with Ameriprise two years ago. He focuses on planning and investments with small business owners and medical professionals