PCBC - Small Business X-Change - June 11, 2014

Description

SMALL BUSINESS X-CHANGE – June 11, 2014
 
Small Business X-Change meets regularly throughout the year at the Portage County Business Council office. A roundtable series of meetings that allows business owners and their employees the opportunity to discuss pertinent topics, learn from local industry leaders and, most importantly, learn from each other. 
 
There is no cost to attend and a continental breakfast is included.
 
7:30-8:30 am in the Portage County Business Council Foundation Room

Presented by:

Kelly Greig
Edward Jones Investments - Birnamwood


Topic: "Retirement and Social Security - Maximize the Benefits"

This X-Change is designed to educate attendees about the importance of saving for retirement and the benefits of enrolling in your employer's retirement plan. The key points to be covered include:

Why Save for Retirement?
Why Save Now?
How to Save

Another portion of the presentation will cover Social Security - Your Questions Answered.  Social Security will likely be the foundation of your retirement income. Before you retire, it's important to understand your options regarding Social Security and the impact your decisions have on your retirement.  The key points to be covered include:

When Should I Start Taking Social Security?
Benefits of Social Security
Tax Considerations   

    ​

What Is Small Business X-Change?
A roundtable presentation which allows small business owners and their employees the opportunity to discuss pertinent topics, learn from local industry leaders and, most importantly, learn from each other.  Small Business X-Change meets regularly throughout the year from 7:30 - 8:30am at the Portage County Business Council office. 
 

Special THANK YOU to Kelly Greig - Edward Jones Investments - Birnamwood
 for their sponsorship of this program.