Lunch & Learn: Retirement Plans for CA Employers

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