About this Event
Join us for a look at a new retirement option being introduced for independent contractor agents. Seth Holzwarth, CFP®, MBA of Park Avenue Securities will walk through how the plan works, who may qualify, and what it could mean for your long-term financial planning.
We’ll cover:
• How the 401(k) is structured specifically for independent contractor agents
• What’s handled for you, including plan administration and IRS filing requirements
• Investment access through John Hancock Retirement Services
• What you need to know to determine if this option is a fit for you
Grab a beer, a brat, and come learn more about a retirement option designed with independent real estate professionals in mind.
Lunch will be provided, and while we’d love to have most of you join us in person and meet Seth, Zoom will also be available for those who aren’t able to travel.
Zoom link - https://us02web.zoom.us/j/2822820282#success
Event venue & nearby stays
350 N Milwaukee Ave ste 200, 350 North Milwaukee Avenue, Libertyville, United States
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