Lunch & Learn: "Plan Today, Thrive Tomorrow" with Joel Griffiths

Description

Join us for an informative Lunch & Learn session, led by Financial Advisor Joel Griffiths. This session will provide a clear, high-level overview of retirement plan options available to business owners and employers, including 401(k)s and various IRA options like SEP, SIMPLE, traditional, and Roth IRAs. It will be designed to help you understand what’s out there and how you can use these tools to support your own financial future while also offering valuable benefits to your team. This Lunch and Learn is designed to help business owners and employers better understand the range of options available and how these tools can be strategically leveraged to support both their own financial goals and those of their employees. Whether you're looking to establish a plan or optimize an existing one, this session will provide valuable insights in a clear and accessible format.