Exploring Solutions for Workplace Retirement Plans for Small Businesses

In-person and Virtual Options | Free Registration | No membership required

This workshop will provide an overview of workplace retirement plan options available to business owners and, where applicable, their employees.

Who It's For

• Small business owners exploring retirement savings options
• Entrepreneurs who want to build long-term financial security
• Business owners interested in offering retirement benefits to employees
• Companies looking to improve employee recruitment and retention
• Business owners seeking a better understanding of retirement plan choices

Why Attend?

Choosing the right retirement plan can benefit both business owners and employees. This workshop will help you understand the available options, their potential advantages, and key factors to consider when selecting a plan that aligns with your business goals and financial future.

Benefits for Small Business Owners

• Learn about common workplace retirement plan options.
• Understand the potential tax advantages associated with retirement plans.
• Explore ways retirement benefits can help attract and retain employees.
• Gain insight into retirement planning strategies for business owners.
• Better understand the responsibilities and considerations involved in offering a retirement plan.

What You'll Get Out of It

• An overview of workplace retirement plan options available to business owners.
• A clearer understanding of how different plans work.
• Knowledge of key considerations when evaluating retirement plan choices.
• Insight into retirement benefits for both business owners and employees.
• Information to help you make more informed decisions about your long-term financial and business goals.

Expert Presenters

Joel Barnett is a Financial Advisor with Edward Jones in Atlanta, where he helps individuals, families, and business owners build personalized strategies around retirement planning, wealth accumulation, college savings, and long-term financial security. His focus areas include retirement savings strategies, business retirement plans, and wealth strategies.

James Herndon began investing with Edward Jones as a client in 2008 and joined the Edward Jones family in 2019. He earned the CERTIFIED FINANCIAL PLANNER® certification in April 2024.

He taught at Emory University for 12 years. The growing demands of fatherhood prompted him to explore opportunities outside of academia, and he now loves helping clients pursue their financial goals.

This program is made possible with support from LISC. Thank you! 

COMPLIMENTARY ADMISSION

This session will be available both as a live, in-person event and virtually.

You have the option to join us physically in the training room (note that seats are limited) or to attend online. Indicate your preferred mode of attendance during registration.

Virtual attendees will receive a link before the program begins.

For more information, please get in touch with Greg Goebel at the Gwinnett Entrepreneur Center via email at GEC@GwinnettCounty.com.

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