When

Wednesday, January 30, 2019 from 6:00 PM to 9:00 PM PST
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Where

Diamond Bar Center 
1600 Grand Ave
Diamond Bar, CA 71765
 

 
Driving Directions 

Contact

Robert Ozaki 
SCORE East San Gabriel Valley 
626-593-1120 
 
 

"Choosing a Retirement Plan for Your Business"

When it's time to retire, will you be ready to reap the rewards from taking your idea and building it into a successful business?  What about the future of your employees and how can you attract and retain good employees?

Join us for an informational presentation about different retirement plans that employers and business owners can offer, and learn

  • Why business owners should consider retirement for themselves and employees
  • Benefits of offereing a retirement plan
  • Types of Plans
  • Questions to Think About
  • Next steps

Carl Crawford is our presenter and has been a Financial Services Professional with New York Life since 2013. He has over 12 years' experience serving clients. He has served a wide variety of clients ranging from families preparing for their children's college educations, retirement planning, and assisting business owners with their varied financial objectives.

 As a Financial Services Professional, Carl focuses on helping his clients identify and prioritize their financial goals. He then develops and implements strategies, that include Retirement Planning, Business Planning, and Life Insurance tailored enable those goals to be realized.