Peak Speaker Series- Sussex Area Chamber of Commerce
Join us as we reach for the Peak in 2020
SAVE THE DATE:
*Virtual* PEAK Event – Retirement Planning
April 8th – 8:00 AM via TEAMS Meeting
*This event will be free to attendees but donations will be accepted*
Speaker: Nate Fair, Associate Vice President Investments – Raymond James
This PEAK event will be geared towards business/financial planning with a focus on the business owner and corporate/401k review options and responsibilities.
Topics touched on:
- What is Planning & what it comprises (5 Step Process)
- Personal Planning, Business Planning and the entanglement of both for business owners
- IPS – what it is and why it is vital for you personal and business assets
- Importance of the review process
CLICK HERE to Register