CAMS Membership Committee Presents: Asset Protection through Pension Plans

  • June 13, 2016
  • 7:00 PM - 8:00 PM
  • CAIPA Conference Room 202 Canal Street, 5FL, New York, NY 10013
  • 0

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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]

Topics to Be Discussed

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. 265 Canal Street, Suite 515, New York, NY 10013

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