Upcoming Events

Maximize Your Employee Retirement Plan

Retirement plans are an important tool for attracting and retaining quality employees, which is more important now than ever. With the current economic environment, smart business owners are also looking for ways to maximize their tax savings so they can keep more of their hard-earned profits.

Join us for lunch and learn about exciting employer-sponsored retirement plan options that can help you:

  • Attract new employees
  • Retain existing employees
  • Reduce taxes
  • Reduce your administrative workload

Register today! 

RSVP by clicling the "Enroll Now" link above or by emailing Tira at tira@investafs.com.

The complimentary lunch will be catered by Chick-fil-a.

 

About our speakers:

Nathan White, CPFA, AIF®, Chief Financial Officer & Director of Retirement Plans at Midwestern Securities, is a financial consultant with extensive experience advising group retirement plans. He has earned the Certified Plan Fiduciary Advisor (CPFA) and the Accredited Investment Fiduciary (AIF) designations, a testament to his professional commitment to servicing the plan sponsor community. He currently has 7 professional licenses, including the Series 27 (Financial Operations Principal).

Mark Hogan is a Regional Director for Pentegra Retirement Services. Mark has over 35 years of experience working with the financial and commercial business communities. Mark has an outstanding track record of professional success and the strong personal, strategic and tactical skills required to build long term client relationships. He holds a Bachelor of Science degree in Business Administration from the University of Kentucky, and is Series 6 and 63 licensed.

When: Tuesday, August 30, 2022 - 12:00 - 2 p.m.
Where: 7880 Wicker Ave.
St. John, IN 46373
Host: Tira Clement
Phone: 219-365-6700