Event Details

Smarter You Series - Small Business Retirement Strategies

Date: March 29, 2019
Time: 12:30pm-2:00pm

We know how hard you work for your money, let us help show you how to keep as much as possible.  Brandon Miller CFA will walk you through all the various retirement plans available to self-employed folks.  There will be a heavy emphasis on the new Section 199A, allowing you to deduct 20% of your income.

If you can’t join us in person, join us remotely via GoToMeeting:

Small Business Retirement Strategies
Fri, Mar 29, 2019 12:30 PM - 2:00 PM PDT

Please join from your computer, tablet or smartphone.
https://global.gotomeeting.com/join/344774325

You can also dial in by phone.
United States (Toll Free): 1 877 568 4106
United States: +1 (646) 749-3129

Use Access Code: 344-774-325

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product.  Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.