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!
Enjoy 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!
Topic: Retirement Plans for California Employers
Empowering Small Businesses and Individuals for a Secure Future
Did 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.
What you'll learn:
Retirement Plans for Small Groups & Teams
- SIMPLE IRAs: Simple setup, powerful benefits
- Group 401(k) Plans: Affordable retirement solutions for small businesses
- Safe Harbor 401(k)s: Avoid complex compliance headaches
- How to attract and retain talent with retirement benefits
- What is an IRA?
- SEP IRAs: A smart option for the self-employed
- Solo 401(k)s: Maximizing your savings if you work alone
- Individuals wanting to take control of their retirement
- Freelancers, consultants and self-employed professionals
- Small business owners and team leaders
- HR professionals seeking affordable plan options
Date and Time
Tuesday Oct 7, 2025
12:00 PM - 1:00 PM PDT
Location
Dana Point Chamber of Commerce
34183 Pacific Coast Highway, Ste. A
Dana Point, CA 92629
Fees/Admission
Free, Lunch Provided. RSVP!
Contact Information
Dana Point Chamber of Commerce (949) 496-1555
