Retirement Planning Opportunities for Individuals and Small Businesses

7:30 AM

An employer-sponsored retirement plan can help you and your employees with retirement needs and give you an advantage as a business owner. A retirement plan is one way to retain loyal employees and make them feel a part of the success of your business.

This presentation will discuss the key differences between SIMPLE-IRA, SEP-IRA, and 401(k) plans, including contribution options, business expenses, administration responsibilities, and more.

Bruce R. Stefany, Financial Consultant, Ledyard National Bank
Valerie J. Nevel, Esq., Senior Financial Advisor, Ledyard Financial Advisors
Margie Arbuckle-Morrill, CTFA, CISP, Senior Financial Advisor, Ledyard Financial Advisors

Please join us for this complimentary seminar and breakfast!

7:30-7:50 a.m. - Breakfast and table discussion
7:50-8:40 a.m. - Welcome Remarks and Presentation
8:40-9:00 a.m. - Questions and Open Discussion

Courtyard by Marriott
10 Morgan Drive
Lebanon, NH

Space is limited - Reserve your seat today!

Bruce has over thirty years of executive level brokerage – insurance experience and comes to us from Cadaret Grant of Syracuse, NY where he served as Managing Director of their insurance services. Prior to this, he spent almost a decade with Chubb Securities in Concord, NH and began his brokerage career at HG Kuch & Co., in Philadelphia. He earned his BA at Gettysburg College and an MBA in Finance from Drexel University. In addition, he has completed executive management programs at the Kellogg School at Northwestern and Harvard University. He is a Chartered Life Underwriter and holds FINRA Series 7 and 24 registrations.

Valerie has more than twenty three years of experience in financial services. She has worked in the area of taxation at Coopers and Lybrand and was legal counsel to the Trust Division of State Street Bank and Trust Company. Prior to joining Ledyard, Valerie had a legal practice in which she focused on estate planning, taxation, trusts, and charitable organizations. Valerie graduated from Boston University Magna Cum Laude with a Bachelors of Science Degree in Economics and from Boston Law School with a Juris Doctor Degree.

Margie has over twenty five years of trust administrative, tax, IRA and charitable gifting work experience with Ledyard and Dartmouth College. Margie earned her BS from the University of New Hampshire System and completed the Cannon Financial Institute’s Trust School and IRA Professional School. Margie has also obtained her Certified Trust and Financial Advisor and her Certified IRA Services Professional designations.