When:
October 25, 2023 @ 11:00 am – 12:00 pm
2023-10-25T11:00:00-04:00
2023-10-25T12:00:00-04:00

REGISTER

Are your small business owner clients aware of changes coming to retirement planning? Too many American workers appear unprepared for retirement with too little money set aside for retirement. Several states have taken action to help remedy this enormous gap. Unfortunately, the action taken puts a new burden on small business owners. Small business owners already face many challenges: competing for customers in demanding markets, attracting and retaining talented workers, maintaining profitability as expenses increase, and others. Join Armando Testani for a one-hour Pension School session, on October 25th at 11:00 a.m. ET, to learn how business owners can benefit from a custom-designed retirement plan with survivor benefits. Seize the opportunity to learn how you can help business owner clients better prepare for coming changes and for their retirement.

Speakers:
Daniel P. Foley, CLU®
Daniel P. Foley, CLU®
Senior Vice President, Marketing, Security Mutual Life Insurance Company of New York
Armando Testani
Armando Testani
Retirement Services Consultant, Security Mutual Life Insurance Company of New York