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Investing in Your Values, Employees and the Future

As a small business owner, you make all the big decisions for your growing company. Offering a retirement plan, such as a 401k, can bring you and your employees many benefits. In this presentation, Mike Taylor will outline the benefits (and the hurdles) of bringing a retirement plan to your business, while also choosing investments that align your plan with your values. Whether you are looking to sponsor a plan or are already offering one to your employees, you will walk away with valuable information to help you make those big decisions.

About the Presenter

Mike Taylor, CPFA, has over 35 years of experience in the financial services industry. He has been responsible for more than 100,000 people and their retirement accounts throughout his career. He now brings this experience to advisory firms and plan sponsors through Retirement Plan Consultants, LLC.

Can’t make it? Watch online!

You can now watch our lectures online, in real time or the recorded version later at your convenience. You can access our videos on our public Facebook page. No Facebook membership required.

www.facebook.com/AbacusWealth

Date:

Tuesday, February 13, 2018

Location:

Abacus Wealth Partners
Sebastopol Office

101 S. Main Street
Sebastopol, CA 95472

Schedule:

5:45 p.m.
Refreshments served

6:00 p.m.
Presentation

6:30 p.m.
Q&A

Please RSVP to danielle@abacuswealth.com
We look forward to seeing you!

Refreshments will be served!

Abacus Educational Series

Abacus believes in financial literacy for all. Every month, we offer educational presentations about money and how it impacts your goals, family and well-being. The talks are practical and accessible with information that will enrich your life and decrease your money concerns. Always no-cost and all are welcome.
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