Retirement Planning for Small Business Owners: It's not as scary as you think!

About this event

Hey small business owners, it's time to stop putting this off! Join us for a free Madison Business Collective workshop all about taking SIMPLE steps towards retirement planning!

Details: Thursday, Nov. 19th StartingBlock Madison - Classroom, Second Floor 10AM-10:30AM: Open Networking 10:30AM-12PM: Intros and Workshop

For more info on our free networking group, visit our website: https://morganmadeleinebrands.com/madison-business-collective

When you work for yourself, nobody hands you a 401(k) on your first day. That means retirement planning falls on your plate along with everything else, and it’s easy to keep pushing it to “someday.” Financial advisor Michelle Elmer from Edward Jones will break down retirement planning for small business owners in simple steps, so you can walk away with a clear starting point!

- Why starting early makes such a big difference (even if you start small) - Simple rules of thumb for figuring out how much you’ll need - Retirement account options for entrepreneurs, including Roth, Traditional, SEP IRAs, and SIMPLE IRAs - Handouts comparing the account types, plus a retirement projection calculator so you can see your own numbers come to life

Michelle Elmer is a financial advisor with Edward Jones. She works with individuals, families, and business owners, helping them align their finances with the goals and priorities that matter most to them. She enjoys building meaningful relationships and taking the time to understand what's important to each client. Education is a big part of her approach, and she strives to make financial conversations approachable and comfortable. Outside of work, Michelle enjoys being outdoors! She loves everything fall from apples, pumpkins, the color change and football!

From The Madison Business Collective