Greater Westfield Chamber of Commerce

401(k) - What Do YOU Need to Know?

Presented by:

Alan J. Stearley, Wealth Coach
Money Concepts Financial Planning Center
 
Since 1997, Alan has been an investment professional dedicated to providing quality, independent financial products and services. He is not bound or restricted to use certain proprietary or company sponsored products, so he tailors your solution to your needs.
 
 
Lisa Hough, Partner
The Retirement Consultants, LLC
 
Lisa has over 25 years of 401(k) experience and is considered an expert in small plan design. Her firm works with mostly small business owners in Western Mass and Northern CT to help them understand the laws and regulations of sponsoring a 401(k) plan.
 
 
Lisa VanderVliet, Account Executive
CheckWriters
 
Lisa has been helping organizations with their
payroll and tax needs for nearly 10 years,
and specializes in advising prospective customers on various payroll and compliance requirements.
Who Should Attend:
  • Business owners (with less than 100 employees)
  • CFOs
  • Payroll Specialists
  • HR Personnel
What You Will Learn:
  • How to plan and protect your company's financial future
  • The process of reviewing your retirement plan for maximum effectiveness
  • How to better utilize payroll with a 401(k) plan

Workshops are FREE to Chamber Members  |  $30 for Non-Members (Paid in Advance)

Remember - your employees are Chamber members too! Please forward this email to co-workers.

 

Go back