Optimizing Your Retirement Plan

Event Date:
September 19, 2019
Event Venue:
Skyline Club

Are you a business owner with a retirement plan? Do you want to maximize retirement plan benefits for both you and your employees?

BGBC Partners, LLP is partnering with Denali Wealth Management to host “Optimizing Your Retirement Plan”, a FREE educational seminar. Our speakers include Kristen Donovan, CPFA, QKA, AIF®, a Retirement Solutions Manger at BAM Advisor Services and Charles Munsell EA, MSPA, an Actuarial Consultant at Nyhart.

Our experts will address Fiduciary Liability and teach you how to design a retirement plan that will meet your goals and drive participant outcome. Learn about trends in the 401k industry such as cash balance plans and HSA plans. Do you know how to maximize retirement savings with substantial tax deductions? We’ll cover that too!

Spots are limited and on a first-come, first-serve bases. Register by Monday, September 16th to reserve your spot. Enjoy a continental breakfast and complimentary parking.

For those that are CPAs, there will be 1 hour of CPE.


Event Details: 

Thursday, September 19th, 2019

Skyline Club

8:00am – 10:00am

Cost: FREE