SCORE Workshop

Retirement Plans for Closely Held Businesses

This workshop is designed to educate small business owners, key employees, and any established business owners who haven’t reviewed their current retirement plan in the last ten years.

Once a company has established themselves as a profitable organization, they should start to consider a retirement plan to:

1. Put money away for themselves and their family

2. Attract and retain top-notch employees who will continue to grow their business, and

3. Take advantage of the tax benefits of establishing a retirement plan and deferring compensation.

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This workshop is co-sponsored by SCORE Boston and Wells Fargo. The presenter is David B Ferris. David has been in the industry for five years. He works on a wealth management team with his father and their associate. Dave Sr has 20+ years of experience as a Financial Advisor. They specialize in working with small business owners to find the retirement plan that is right for them and their business.

Please Note:  Parking is at the Green Street Garage, a 15 minute walk from the Cambridge City Hall Annex.

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