Wealth-building tactics to grow your wealth as an SMB

Please join Small Business Majority and Finhabits 401k team for an interactive presentation on wealth-building tactics to grow your wealth as a small business owner, including enrolling in a workplace-based retirement program. During the discussion, we will provide an overview of workplace-based retirement programs, including CalSavers, and how to determine if a 401k is right for your small business.

Topics of discussion include:

• An overview of CalSavers, available to small business owners for free
• An overview of Finhabits, a 401k plan available to small business owners of any size
• The importance of workplace-based retirement programs for small business owners
• Roles and responsibilities of small business owners offering retirement

A question and answer period will follow the presentation.