Plexus Connects: Retirement for Small Business Owners
Date and Time
Tuesday Dec 28, 2021
3:30 PM - 5:00 PM EST
Location
Zoom Link sent at registration
Fees/Admission
FREE
Description
How are you planning to fund your retirement? Join us for an informative seminar, led by Lee Davis, on how small business owners can effectively draw money from their business for their retirement needs. Also, learn what critical planning issues will be faced by the business owner and their family at death or retirement.
About our Presenter
Lee Davis recently joined New York Life as a financial professional, with years of experience in owning and operating various small businesses. While he can advise on many financial aspects he enjoys helping people and small businesses within the LGBT community. Helping clients understand their options and achieve their goals is what makes his job so rewarding. Lee understands that each client is unique and requires customized solutions, and a personal touch that meets todays and tomorrows needs.
