What’s Your Magic Number?

(How to Fund a Strategic Retirement Plan for You and Your Employees)

FEE $15.00

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.   

Presenter: Amanda Neely is a business and financial planning expert working with activist entrepreneurs.  She founded and ran Overflow Coffee Bar, L3C from 2008 through 2018.  Now, she shares her knowledge about creatively solving the challenges inherent in growing and starting a business through podcasting, coaching, and financial planning.  Follow the Business Activist Entrepreneur podcast wherever great podcasts are found.