Lunch & Learn with Josh Kelley of Edward Jones

Description

Join us for a complimentary Lunch & Learn hosted by SICBA member Josh Kelley of Edward Jones on Wednesday, May 27th from 12:00 PM – 1:00 PM at Shawn O'Donnell's American Grill and Irish Pub.

Enjoy a free lunch while learning about two important topics impacting business owners and investors today:

• Washington Saves — what the new state mandate is, who it applies to, and how it could affect your business if you do not currently offer a retirement plan.

Mandate Trigger: Employers must participate if they have been in business for at least two years, have a physical presence in Washington, and employ staff for 10,400+ hours per year (approximately five or more employees).

• Market Update — a straightforward overview of current market trends and what they may mean for your business, retirement planning, and investments.

This casual and informative session will provide real-world insight, practical information, and time for questions and discussion.

Lunch is on us, and space may be limited, so register today. We hope to see you there!