Retirement Planning for Self-Employed Individuals and Entrepreneurs- LIVE EVENT October 25, 2022, 6:30pm PDT October 25, 2022, 8:30pm PDT
Simi Valley Library
2969 Tapo Canyon Rd
Simi Valley, CA, 93063

Retirement planning is often put on the back burner by most entrepreneurs. It is too hard, and there isn’t enough information available to make the right decisions. Saving for retirement is a must and the sooner you start, the better. But where do you start, what is the right plan, how do you decide, how much can you put away on a yearly basis and how? This live workshop will help answer these questions and lay out the options available to you.
In this workshop, you will learn:
• The different types of retirement plans available
• What is a SEP IRA?
• What is a Solo 401K?
• The difference between a SEP IRA and a Solo 401K
• Who qualifies for the Solo 401K
• Solo 401K pros and cons
• Why you need a Solo 401K

Presented By: Michael Marangola, CFP®, ChFC®, CLU® and Grant Seybold, CFP®
Michael Marangola and Grant Seybold are Financial Planners at the Marangola Financial Group. The firm specializes in comprehensive financial planning focusing on investment management, retirement planning, estate planning and taxes. Both Mike and Grant hold their Certified Financial Planner designation and are registered tax preparers. Combining this knowledge, they can unleash the power of the financial planning process by integrating the investment strategy with the tax strategy. They are both active in the financial planning community and currently sit on the board of the Financial Planning Association of Ventura County.

Key Topics

Retirement Planning for Self-Employed Individuals and Entrepreneurs- LIVE EVENT