May 14, 2014 Workshop - RETIREMENT PLANNING FOR THE SMALL BUSINESS OWNER
Join us for a workshop luncheon!!!
RETIREMENT PLANNING FOR THE SMALL BUSINESS OWNER
Presented By - Chip Lape State Farm
Wednesday, May 14, 2014 Noon to 1:00 pm
Chamber Members Free, Guests $10
Lunch: Being Provided by Chip Lape State Farm
FMI: Contact the Chamber at 207-363-4422 or email: holly@yorkme.org
or register online. Members must use login and password to register.
Join Jon Toper from State Farm. This workshop will include an overview of the importance of retirement planning for the small business owner, since it is often an integral part of a successful business succession plan. We will take a look at the different retirement plans available to the small business owner and discuss why these newer plans are often used to acquire and keep talented employees. And because business planning for retirement is only one of the numerous risks that need to be addressed by the business owner, we will briefly discuss how it fits into the total, financial services risk management plan..
Jon Toper, CLU, has worked in the insurance industry since 1987, and joined State Farm in January of 1997. He has been an agent as well as spending over 6 years performing his current duties of assisting State Farm Agents help people manage everyday risks, recover from the unexpected and realize their dreams. Jon specializes in financial services risk management and individual retirement planning. Jon is currently the Field Sales Associate for the Albany, NY; Burlington, VT, Manchester, NH; Portland, ME and Bangor ME Sales Leader Territories, working with over 170 agents.
Jon is the Past-President and current National Advisor to the Eastern New York Chapter of the Society of Financial Service professionals and he resides in the Albany, NY area with his wife, Catherine and children, John and Caitlyn.
Date and Time
Wednesday May 14, 2014
12:00 PM - 1:00 PM EDT
Wednesday, April 30, 2014
Noon - 1:00 pm
Location
Greater York Region Chamber of Commerce
Conference Room
1 Stonewall Lane
York, Maine 03909
Fees/Admission
Chamber Members: Free
Guests: $10
Website
Contact Information
207-363-4422
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