Ameriprise Financial
invites you to join us for a special seminar,
From SIMPLE to Sophisticated: Small Business Retirement Plans
Hosted by Behnam & Associates A financial advisory practice of Ameriprise Financial Services, Inc.
Presented by Anna Behnam Financial Advisor
During this complimentary seminar, we will cover these topics:
· Understanding the advantages and disadvantages of employer sponsored plans
· Reviewing the differences between IRA-based plans and qualified retirement plans
· How to maximize contributions through advanced plan design
Space is limited. Please make a reservation for you and a guest
Call 301-591-9990 or email [email protected]
This is an informational seminar. There is no cost or obligation.
Lunch will be provided
April 18, 2018 from 11:30 – 1:00 PM
The Greater Bethesda Chamber of Commerce
7910 Woodmont Avenue, Suite 1204, Bethesda, MD 20814
This seminar is sponsored by The Principal Financial Group Mid-Atlantic Retirement Services
This seminar has been approved for 1 hour of CPE credit.
Anna Behnam, CA insurance # 0H56055
Ameriprise Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
If you have questions or concerns regarding your CPE credits, or program cancellation policy, please send a note to [email protected].
Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
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