Join us for the next

EPC SKC Dinner Meeting

 

Wednesday, October 25th, 2017 at 4:30 P.M. (NEW EARLIER TIME)

 

Speaker: Jim McKay, CFP

Topic: Cash Balance Profit Sharing Plans

Cash Balance plans are an important component of the overall succession plan for business owners. 

 

Cash Balance Plans allow the business owner to take some of the value out of their business (protected from creditors), while still working, rather than waiting for the “big sale” when they want to retire.

 

Contribution limits are higher than those inside of 401k / Profit Sharing plans

 

Beneficial to small professional organizations looking for large tax deductions

  • Provides cost and tax efficiency
  • Asset protection
  • Ability to attract and retain talented employees
 

Location- Ramada, Kent  | 22318 84th Ave S, Kent, WA 98032

PRE PAY ~ ONLINE PAYMENT OPTION NOW AVAILABLE VIA PayPal

 

We meet the 4th Wednesday in January, April, July and October!

 

 

"SAVE THE DATE - MARK YOUR CALENDARS"

UPCOMING DINNER MEETINGS - SAVE THE DATE

January, 2018

 

 

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