Lunch & Grow: Exploring Qualified Retirement Plans: Finding the Right Fit for Your Business
Date and Time
Thursday Jan 29, 2026
11:00 AM - 1:00 PM CST
Location
HBASE Office
Fees/Admission
$15
Lunch & Grow: Exploring Qualified Ret...
Description
Presenters from WealthSage Advisors of Raymond James - Jennifer Sherman, MA, AIF®, Senior Vice President, Investments, Branch Manager and Amanda Feldkamp, Vice President, Investments, CRPCTM, CEPA®
Choosing the right retirement plan can be a powerful tool for attracting and retaining employees while meeting your business goals. This session provides an overview of common qualified plan types—including SEP and SIMPLE IRAs, 401(k) plans, safe harbor options, and defined benefit plans—along with key considerations for flexibility, cost, and compliance. Gain clarity on which plan design might align best with your objectives.
