Should your small business have a sponsored retirement plan?
The discussion will include:
- Benefits of having a retirement plan
- Choose the right type of plan, including SEP IRA, SIMPLE IRA, 401(k), Profit Sharing
- How to select and manage investment options
- Understanding Fees and Ongoing Liabilities
There is no cost for the webinar. Journalists and small business owners are welcome and encouraged to attend. Click to register: https://register.gotowebinar.com/register/7043910615855375631
“We chose to do a webinar focused on pension plan options and how to select and manage investment options because this is a big issue for many small businesses and a question which is a frequent topic of conversation with customers,” said Jay A. BuckinghamCEO of Buckingham Advisors.
NEW FINANCIAL ADVISORS JOIN THE BUCKINGHAM TEAM
In an effort to expand its workforce to better serve its growing customer base with comprehensive and personalized financial services to help achieve its clients’ unique goals, Buckingham has also welcomed the following new financial advisors to its team:
Christine IsraelFinancial planner
Israel has been in the financial sector since 2017 and joined Buckingham in April 2022. She attended Wright State University and currently owns its Series 6, 63, 65 and Life & Health licenses through the Ohio State since 2018.
Melissa L. MuellerFinancial planner
Mueller earned a degree in financial services from Wright State University. She first joined Buckingham Advisors as an intern in 2004. Upon graduation, she accepted a full-time financial planner position with Buckingham Advisors, by which time she had obtained the CFP® designation, and started to work towards the CFA® designation.
ABOUT BUCKINGHAM ADVISORS
OhioBuckingham Advisors is a unique team of professionals who work together to ensure the professional and personal financial success of their clients. Buckingham professionals are fiduciaries, putting the needs of their clients before their own. The company’s primary goal is to improve the lives of clients by providing clarity, simplicity and the professional expertise of Buckingham’s financial planners, investment professionals, tax strategists and accounting team. Buckingham specializes in aligning the solutions clients need to help them achieve the best possible financial and personal results. The firm offers personal and business financial solutions, providing a team for all of their clients’ financial needs. A free second opinion service is available to potential customers (at no cost or obligation). For more information, visit MyBuckingham.com.
Grace Vogelzang Where Corrine Smith
Impact Communications, Inc.
SOURCE Buckingham Advisors