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Rainmakers Press Release
For Immediate Release: February 18, 2008
Contact: Joel Harris
Phone: 317.846.1999 
Email: Joel.harris@agedwards.com   


Financial Consultant Joel Harris & Central Indiana SBDC Conducts Retirement Plan Seminar Series

Retirement Plans for Closely Held Businesses to be Held
Wednesday, February 20th 6 – 8 pm

INDIANAPOLIS, IN: February 18, 2008 – Local Financial Consultant Joel Harris with AG Edwards will be working in conjunction with the Central Indiana Small Business Development Center (SBDC) to conduct a monthly workshop on the numerous benefits of retirement plans for closely held businesses.

The workshop is specifically designed for small business owners and professionals building their businesses. Lawyers, accountants, direct sales consultants, manufacturer’s representatives, sole-proprietors, and entrepreneurs will get an in depth look at why having a retirement plan can play a key role in attracting and retaining quality employees.

The first seminar will be held on Wednesday, February 20th from 6 pm – 8 pm at Central Indiana SBDC at 9301 E 59th Street in Indianapolis.

Retirement Plans for Closely Held Businesses will focus on the following:

 h How to select the best plan design to meet your business’ specific needs.

 h The power of tax-deferred compounding interest.

 h The differences between Simple IRAs, SEP IRAs, Safe Harbor 401(k), Regular 401(k), Roth 401(k), 403(b) plans, Defined Benefit plans, Profit Sharing plans, Cash Balance plans, and Owner only 401(k) plans.

For more information about this seminar or other Small Business Development Center workshops, please visit www.isbdc.org or call (317) 233-7232 and/or (317) 846-1999.

AG Edwards is a division of Wachovia Securities, LLC. Member SIPC.

 

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