Retirement Savings Plans for Your Nonprofit Employees – Think you can’t afford it? There are no cost and low cost options available to you!

Retirement Savings Plans for Your Nonprofit Employees – Think you can’t afford it? There are no-cost and low-cost options available to you! 

With limited budgets and sometimes volatile funding streams, many nonprofit organizations struggle with  equitable compensation for their employees.  Some benefits may be out of reach, but others may be a phone call away. Learn from experts, Angela Walton and Michelle Reed how you can make a retirement savings plan available to your employees. Already have an existing plan?  This will be an opportunity for review and a check up to ensure you are in compliance and are offering the best plan and service to your staff.

Please join us for this presentation and lunch.

Presenters:

Angela Walton, AAMS®, IIMC      
Vice-President, Investments      
Raymond James       
Series 7, 63, 66, Life Insurance and Variable Annuity licensed since 2001 

Michelle Reed, AAMS®
Financial Advisor
Raymond James
Series 7, 63, 66, Life Insurance and Variable Annuity licensed since 2003

Angela Walton and Michelle Reed have a combined 20+ years of experience in asset management and retirement planning.  With offices in Jackson and Brooklyn they manage over $95 million in assets.  The core of their practice is enriching lives through value added services including educational workshops at the individual and corporate level.

Cost: $5.00 Nonprofit Network Members and Nonmembers

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