Retirement Plans: Beyond Fundamentals Luncheon Hosted by Per Stirling and presented by Steven Cartwright, CFP®, Per Stirling Private Wealth Client Relationship Manager and Erik J. Anderson, CPA, CFP®, PFS, our ERISA plan partner from July Services, specializing in personalized Retirement Plan Solutions. Their combined experience will offer attendees valuable and varied perspectives on retirement plan strategies.

This presentation highlights how strategic retirement plan design can go far beyond the basics to create meaningful tax advantages and long-term wealth-building opportunities for business owners. It compares popular options, including IRAs, SEP plans, 401(k) profit sharing plans, and cash balance plans, while showcasing how the right combination can maximize contributions, enhance flexibility, and improve outcomes for both owners and employees. Through clear examples and practical insights, the presentation demonstrates how thoughtful plan design, compliance considerations, and funding strategies can transform retirement plans into powerful tools for both financial planning and tax optimization.

Complimentary lunch will be provided. Please RSVP.