Description

CDBIA After-Hours Toolbox: Picking the Right Retirement Plan
Financial Planning for Business Owners and Key Employees
Hosted by Beane Atkinson Financial Group

August 26, 2025, 4:00pm-6:00pm at the CDBIA office located at 17984 Toledo Blade Blvd. in Port Charlotte

Join us for an insightful after-hours event tailored to business owners and key employees looking to secure a strong financial future. Beane Atkinson Financial Group will guide you through the intricacies of selecting the right retirement plan for your business, addressing key considerations for both owners and their teams. Whether you're exploring options for yourself or designing a plan that benefits your employees, this session will provide valuable knowledge to help you make informed decisions for long-term financial success.

Key Considerations for Business Owners: Understand the unique needs of business owners when planning for retirement.

Tailored Retirement Plans: Learn about the most effective retirement plans for your employees and how to structure them to attract and retain top talent.

Strategic Financial Planning: Gain insights into comprehensive financial strategies that align with both personal and business goals.

This is a must-attend event for any business owner or key employee focused on building a sustainable and secure future. Networking, refreshments, and expert advice await!

Food and drinks will be provided

Click here to register:https://members.cdbia.com/ap/Events/Register/qWFawbxhkCQCe