Employer Sponsored Retirement Plans

Employer Sponsored Retirement Plans

• SEP-IRA
• SIMPLE IRA
• 401(k) profit sharing plan
• Safe harbor 401(k)
• Defined benefit plan

This workshop focuses on the various retirement plan types. Each type has unique rules and requirements, as well as benefits and limitations. What’s the most suitable plan for you and your business?

Presented by:

1. William Kim - Tax & Financial Group

As a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., William provides services in:

• Retirement Planning, including Retirement Income Planning, if applicable

• Investment Strategies and Management

• Estate Planning and Legacy Planning

• Optimized Tax Strategies

2. Andy O’Brien, JD, CFP®, CLU - Tax & Financial Group

Andy O’Brien is a Managing Partner at Tax & Financial Group. Andy provides expert guidance related to our clients in the areas of personal financial planning, complex estate planning, business succession planning, and executive compensation strategies.

William Kim (CA License No. 0H80884) & Andy O’Brien (CA License No. 0M96078) are Registered Representative and Investment Advisor Representatives with Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian FinancialServices, Inc. Member FINRA/SIPC Tax & Financial Group (TFG) is independently owned and operated. Neither TFG, nor SFS are affiliated with ABASD. Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. 5675282 DOFU 5-2023

Future Upcoming Workshops:

• 7/13/23 - Income Protection