Small Business Retirement Solutions

Are you considering setting up a retirement plan for yourself and your employees, or looking to sponsor one? Our workshop is designed to guide small business owners in making informed decisions regarding retirement plans. We'll cover the various options available through Merrill Lynch. You will be able to compare the features of retirement accounts available at Merrill Lynch, discover which ones you're eligible for, and learn about details like contribution limits and potential tax advantages.

Presenter: Meet Mike Thompson, a Financial Advisor at Merrill Lynch. He's here to provide you with expert advice and guidance tailored to your specific life goals, cash flow, risk tolerance, and liquidity needs. As a qualified Portfolio Advisor, he can help you pursue your financial objectives by recommending personalized strategies, funds, or portfolios from Merrill or approved third-party investment managers.

We are proud to present this workshop in collaboration with Closing the Entrepreneurship Gap™, a joint initiative of Exodus Management and Consulting, LLC, and Bank of America. Our purpose is to increase access to funding for minority-owned businesses, remove barriers to their success, and promote economic growth.