Retirement Planning Workshop

Posted February 10, 2017 at 5:45 am by

EDC offers free workshop on retirement planning for business owners

Small busi­ness own­ers have many con­sid­er­a­tions when run­ning their busi­ness­es, but often don’t have time to con­sid­er future finan­cial require­ments. Join the San Juan Coun­ty Eco­nom­ic Devel­op­ment Coun­cil for a FREE work­shop on retire­ment plan­ning for small busi­ness own­ers, enti­tled Put your Retire­ment Plan to Work, on Feb­ru­ary 22nd from 10–11 a.m. on San Juan Island, spon­sored by Jonathan Piff of Edward Jones. Advance reg­is­tra­tion is required.

Edward Jones finan­cial advi­sor Jonathan Piff will pro­vide crit­i­cal infor­ma­tion to help busi­ness own­ers decide on the retire­ment plan that is right for them, includ­ing infor­ma­tion on 401(k)’s SEP IRA’s, solo defined ben­e­fit plans, and Roth and SIMPLE IRA’s.

Mr. Piff has been a finan­cial advi­sor with Edward Jones since 2002; he start­ed his prac­tice that year, after mov­ing to San Juan Island. His office serves all of San Juan County.

Edward Jones is a for­tune 500 Com­pa­ny with thou­sands of asso­ciates through­out the U.S. and sophis­ti­cat­ed tech­nol­o­gy to assist clients with mak­ing informed deci­sions. The Edward Jones approach in deter­min­ing client goals and devel­op­ing tai­lored finan­cial solu­tions has been help­ing near­ly 7 mil­lion clients for more than 90 years.

Details: San Juan Island, Wednes­day, Feb­ru­ary 22nd from 10–11 a.m. at the San Juan Island library. Free work­shop; advance reg­is­tra­tion is required: Ques­tions: 360–378-2906 or info [@]

This work­shop is not spon­sored by the San Juan Island Library.

The EDC thanks Edward Jones, San Juan Coun­ty gov­ern­ment, our ports, the Town of Fri­day Har­bor, Her­itage Bank, Islanders Bank, Island Mar­ket and the Depart­ment of Com­merce for their sup­port of this workshop.

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Categories: Business, Education

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