Retirement Plans for Small Business: Marin Education and Dinner

A well-designed retirement plan can save taxes for both the business owner and employees. It can help your client qualify for a Qualified Business Income Deduction. Learn the possibilities by attending this program presented by Leonard Roberts, a plan designer with Nicholas Pension Consultants.

Leonard Roberts is a Pension Consultant that has set up over 1500 Qualified Retirement Plans in the last 15 years. He is a partner with the firm Nicholas Pension Consultants. He has presented on the subject of Qualified Retirement Plans for many professional groups such as CPAs, EAs and CFPs. He lives in Lafayette with his wife and two children. He enjoys running and snow skiing in his spare time.

6:00 PM Networking
6:30 PM Dinner
7:30 PM Education
8:30 PM Adjournment

To register, Click HERE

There is limited capacity at this site which we believe will be sufficient. We encourage you to sign up promptly. For this dinner meeting only, as there are three menu choices, the kitchen needs clear numbers for dining. No registrations will be accepted after 11:59pm Monday, November 13 or at the door. Location: Restaurant at McInnis Park Golf Center 350 Smith Ranch Rd, San Rafael