From SIMPLE to Sophisticated: Small Business Retirement Plans - Member to Member Education Seminar

From SIMPLE to Sophisticated: Small Business Retirement Plans - Member to Member Education Seminar
. Please Note --> This is a Past Event!! .

Date: 4/18/2018
Time: 11:30 AM TO 12:45 PM

The Greater Bethesda Chamber of Commerce
7910 Woodmont Avenue
Suite 1204
Bethesda, MD 20814


Phone:
(301) 652-4900


Event Description:

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 anna.a.behnam@ampf.com 

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 seminar.and.event.consulting@ampf.com.

 

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.

© 2017 Ameriprise Financial Inc. All rights reserved.


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For general inquiries email us at:  staff@greaterbethesdachamber.org
 


           


 
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