George Robertson, CFP, CRPS, AIF

Giving Small Businesses the Edge
                   in Qualified Retirement Plans

Plan Smart

Critical Considerations for Small Businesses: Retirement Plans

This seminar focuses on the benefits of having a retirement plan for your business and seeks to explain the different types of retirement plans available. It is our belief that everyone will leave feeling much more informed about the different kinds of plans and the advantages and disadvantages of each.

Seminar Information and Reservations

This seminar is given on a per request basis. If members of your Small Business or Professional Association might benefit from learning about the different kinds of qualified retirement plans, please email George to discuss details of hosting a seminar in your area. We understand that not everyone does business in downtown Seattle and to serve you better, we are willing to travel to different parts of the Puget Sound region.

Please contact us for more information regarding seminar contents and schedules.