We had a packed room for our Entrepreneur Exchange meeting in January. Advisors from MSW Financial Partners, Penret Services, Inc., and OneDigital Health & Benefits joined us for a comprehensive benefits refresher covering pension benefits -- Profit Sharing, Cash Balance Plans -- company and personal insurances, and planning options available to our members' smaller, closely held businesses. What could have been an overwhelming 90 minutes of confusing acronyms and jargon was actually a very interactive discussion among our members and the speakers. We learned of several new options for savings and retirement plans, potential tax strategies, and opportunities to diversify employee benefits to both attract new talent and serve senior staff and/or ownership. The speaker assured us there are multiple ways to meet today's needs while allowing flexibility.

 

Thank you to Construction Coordinators for their continued support, hospitality, and space, and to Bridge Property Services for providing lunch to the group.