Retirement Plans; More Than Just 401(k)
We are pleased to welcome our speaker, JoAnn Massanova, CPC, QPA, ERPA, CLU, ChFC speaking about “Retirement Plans More Than Just 401(k)”. She will discuss why Qualified Plans are more important than ever, with the higher tax rate environment. She will review the different types of Qualified Plans, and illustrate through case studies the types of plan(s) that might best suit your various clients and their needs.
Jo-Ann is a pension consultant and President and owner of a Third Party Administration firm, Estate & Pension Advisory Board, which has been in existence for over fifty years. The company provides actuarial, administration and consulting services for an array of different types of qualified retirement plans sponsored by small to mid-size companies.
Our thanks to The Montgomery County Foundation, Inc. for being the sponsor of this program. Materials regarding their services will be made available at the meeting.