Presenter: Roger Soo [Estate and Retirement Planning]
Topics to Be Discussed
1. SEP IRA
2. Profit Sharing 401K
3. Defined Benefit Plans
Presenter: Mary Reed [Pentegra Retirement Solutions]
1. How easy it is to establish a Plan
2. How to maintain compliance
3. How to take money out of a Plan
Chinese American Medical Society is a 501(c)3 non-profit organization. 11 East Broadway, Suite 4C, New York, NY 10038
