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BEGIN:VEVENT
DTSTART:20251007T190000Z
DTEND:20251007T200000Z
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SUMMARY:Lunch & Learn: Retirement Plans for CA Employers
DESCRIPTION:You're invited to a free Lunch & Learn on Tuesday\, October 7 from 12-1pm at the Dana Point Chamber of Commerce\, presented by Lucinda Lambros\, C.D.F.A. and Diane Kimbro of StoneKimbro Financial Services - Retirement Plan Advisor Specialists for over 40 year!\n\n\n\nEnjoy a complimentary lunch while learning how to build or improve a retirement plan that fits your personal or team's needs. Bring your questions - we'll provide expert answers!  \n\n\n\nTopic: Retirement Plans for California Employers\n\nEmpowering Small Businesses and Individuals for a Secure Future \n\n\n\nDid you know all California employers with 1 or more employees must provide a qualified retirement plan or enroll in CalSavers by December 31\, 2025. Non-compliance can result in fines of $250+ per employee. \n\n\n\nWhat you'll learn: \n\nRetirement Plans for Small Groups & Teams\n\n	SIMPLE IRAs: Simple setup\, powerful benefits\n	Group 401(k) Plans: Affordable retirement solutions for small businesses\n	Safe Harbor 401(k)s: Avoid complex compliance headaches\n	How to attract and retain talent with retirement benefits\n\nRetirement Plans for Individuals: \n\n\n	What is an IRA? \n	SEP IRAs: A smart option for the self-employed\n	Solo 401(k)s: Maximizing your savings if you work alone\n\nWho Should Attend? \n\n\n	Individuals wanting to take control of their retirement\n	Freelancers\, consultants and self-employed professionals\n	Small business owners and team leaders\n	HR professionals seeking affordable plan options\n\nA limited number of seats are available. Lunch included. RSVP required. RSVP to reserve your seat!
X-ALT-DESC;FMTTYPE=text/html:<br />\n<span style="font-size:16px\;"><span style="color:#000000\;"><span style="font-family:verdana\;">You&#39\;re invited to a free Lunch &amp\; Learn on Tuesday\, October 7 from 12-1pm at the Dana Point Chamber of Commerce\, p</span></span><span style="color: rgb(0\, 0\, 0)\; font-family: verdana\;">resented by Lucinda Lambros\, C.D.F.A. and Diane Kimbro of StoneKimbro Financial Services - Retirement Plan Advisor Specialists for over 40 year!</span></span><br />\n<br />\n<span style="color:#000000\;"><span style="font-family:verdana\;"><span style="font-size:14px\;"><span style="font-size:18px\;"><span style="font-size:16px\;">Enjoy a <u>complimentary lunch</u> while learning how to build or improve a retirement plan that fits your personal or team&#39\;s needs. Bring your questions - we&#39\;ll provide expert answers!&nbsp\;&nbsp\;<br />\n<br />\nTopic: Retirement Plans for California Employers<br />\nEmpowering Small Businesses and Individuals for a Secure Future&nbsp\;<br />\n<br />\nDid you know all California employers with 1 or more employees must provide a qualified retirement plan or enroll in CalSavers by December 31\, 2025. Non-compliance can result in fines of $250+ per employee.&nbsp\;<br />\n<br />\nWhat you&#39\;ll learn:&nbsp\;<br />\nRetirement Plans for Small Groups &amp\; Teams</span></span></span></span></span>\n<ul>\n	<li><span style="color:#000000\;"><span style="font-family:verdana\;"><span style="font-size:14px\;"><span style="font-size:18px\;"><span style="font-size:16px\;">SIMPLE IRAs: Simple setup\, powerful benefits</span></span></span></span></span></li>\n	<li><span style="color:#000000\;"><span style="font-family:verdana\;"><span style="font-size:14px\;"><span style="font-size:18px\;"><span style="font-size:16px\;">Group 401(k) Plans: Affordable retirement solutions for small businesses</span></span></span></span></span></li>\n	<li><span style="color:#000000\;"><span style="font-family:verdana\;"><span style="font-size:14px\;"><span style="font-size:18px\;"><span style="font-size:16px\;">Safe Harbor 401(k)s: Avoid complex compliance headaches</span></span></span></span></span></li>\n	<li><span style="color:#000000\;"><span style="font-family:verdana\;"><span style="font-size:14px\;"><span style="font-size:18px\;"><span style="font-size:16px\;">How to attract and retain talent with retirement benefits</span></span></span></span></span></li>\n</ul>\n<span style="color:#000000\;"><span style="font-family:verdana\;"><span style="font-size:14px\;"><span style="font-size:18px\;"><span style="font-size:16px\;">Retirement Plans for Individuals:&nbsp\;</span></span></span></span></span>\n\n<ul>\n	<li><span style="color:#000000\;"><span style="font-family:verdana\;"><span style="font-size:14px\;"><span style="font-size:18px\;"><span style="font-size:16px\;">What is an IRA?&nbsp\;</span></span></span></span></span></li>\n	<li><span style="color:#000000\;"><span style="font-family:verdana\;"><span style="font-size:14px\;"><span style="font-size:18px\;"><span style="font-size:16px\;">SEP IRAs: A smart option for the self-employed</span></span></span></span></span></li>\n	<li><span style="color:#000000\;"><span style="font-family:verdana\;"><span style="font-size:14px\;"><span style="font-size:18px\;"><span style="font-size:16px\;">Solo 401(k)s: Maximizing your savings if you work alone</span></span></span></span></span></li>\n</ul>\n<span style="color:#000000\;"><span style="font-family:verdana\;"><span style="font-size:14px\;"><span style="font-size:18px\;"><span style="font-size:16px\;">Who Should Attend?&nbsp\;</span></span></span></span></span>\n\n<ul>\n	<li><span style="color:#000000\;"><span style="font-family:verdana\;"><span style="font-size:14px\;"><span style="font-size:18px\;"><span style="font-size:16px\;">Individuals wanting to take control of their retirement</span></span></span></span></span></li>\n	<li><span style="color:#000000\;"><span style="font-family:verdana\;"><span style="font-size:14px\;"><span style="font-size:18px\;"><span style="font-size:16px\;">Freelancers\, consultants and self-employed professionals</span></span></span></span></span></li>\n	<li><span style="color:#000000\;"><span style="font-family:verdana\;"><span style="font-size:14px\;"><span style="font-size:18px\;"><span style="font-size:16px\;">Small business owners and team leaders</span></span></span></span></span></li>\n	<li><span style="color:#000000\;"><span style="font-family:verdana\;"><span style="font-size:14px\;"><span style="font-size:18px\;"><span style="font-size:16px\;">HR professionals seeking affordable plan options</span></span></span></span></span></li>\n</ul>\n<span style="color:#000000\;"><span style="font-family:verdana\;"><span style="font-size:14px\;"><span style="font-size:18px\;"><span style="font-size:16px\;">A limited number of seats are available. Lunch included. RSVP required. RSVP to reserve your seat!&nbsp\;</span>&nbsp\;<br />\n&nbsp\;</span></span></span></span>
LOCATION:Dana Point Chamber of Commerce 34183 Pacific Coast Highway\, Ste. A Dana Point\, CA 92629
UID:e.2189.15862
SEQUENCE:3
DTSTAMP:20260409T165102Z
URL:https://business.danapointchamber.com/events/details/lunch-learn-retirement-plans-for-ca-employers-15862
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