Grow Smart: Wealth Building Tactics for Small Business Owners
Join <b>New York Life </b>and <b>Small Business Majority</b> for a free interactive event to help you navigate your retirement options and discover wealth building tactics for your small business. We will also conduct a brief overview of California's state-run retirement program, CalSavers.<br> <br>Entrepreneurship is a path to wealth and prosperity. However, it’s important to remember that wealth is not just income—it also includes financial assets like stocks or bank accounts and non-financial assets like cars and property. <br><br>In this presentation, we will discuss some steps to follow to help build wealth as a small business owner, including growing your business’s cash reserves, setting up a small business retirement plan, fostering a culture of savings at your business, identifying financial planning tools and more. <br><br>New York Life Agent, Rene Neriz will be covering various different retirement options available for small business owners and tips to help determine the best option for you!<br>Additional topics include:
<ul><li>Key tactics to building wealth as a small business owner</li><li>The U.S. retirement savings gap and how small business can be part of the solution </li><li>Guide to workplace-based retirement plans for small business owners and the self-employed</li><li>An overview of the funding landscape</li><li>Venturize platform and educational resources</li><li>Helpful tools and resources</li></ul>