Women and Wealth
A conversation on practical and tactical actions for business owners
Some of the questions that will be addressed are:
How can I maximize my PPP loan forgiveness?
How can I maximize the Qualified Business Income (199A) Tax Deduction for my business?
How can I keep more of what I earn as a business owner?
As a business owners how can I limit liability as it relates to my company's retirement plan?
How can I take better care of key employees, and create a better, more productive workforce?
Please RSVP by email at firstname.lastname@example.org
John Carl and Heidi LeMieur, Retirement Learning Center
Jeffrey C. Simon, CFP
First Vice President - Investments
January 21st 12:00 p.m. - 1:00 p.m.
|Investment and Insurance Products:|
|NOT FDIC Insured||NO Bank Guarantee||MAY Lose Value|
The views expressed by guest speakers, John Carl and Heidi LeMieur, are their own and do not necessarily reflect the opinion of Wells Fargo Advisors or its affiliates.
Wells Fargo Advisors is not a tax or legal advisor.
This event is educational in nature, company specific products will not be discussed. This event is sponsored by Michael Matarazzo, Regional Advisor Consultant -Asset Management, Columbia Threadneedle.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. CAR #1220-03302