Retirement Plans

[vimeo url=”http://vimeo.com/20541335″ width=”500″ height=”300″] Like all business owners, one of the most important business decisions you will make is choosing a retirement plan that can best meet your company’s needs at the most affordable price.

Presenters

D. Preston Sharps Investment Executive (301) 533-2315
Christine D. Sisler Trust & Investments Officer (301) 533-2231
Preston has worked in the financial industry for over 6 years. He is currently pursuing his bachelor’s degree in Finance at the University of Maryland. He holds series 7, 6 and 63 securities licenses and has assets under management of $18.5 million. Preston lives in Oakland, MD with his wife Ann and his two sons Nick and Matt. He is also a strong member of the community volunteering his time as treasurer for the Oakland Volunteer Fire Department and he is the President of the Oakland/Mt. Lake Park Lions Club.
Chris joined First United Trust & Investments in 1997. She previously worked with First United Bank & Trust, with 10 plus years of experience in financial and regulatory reporting. She is a graduate of Frostburg State University with a bachelor’s in Accounting. Christine is a Certified Financial Planner and a graduate of the Cannon Financial Institute, Personal Trust School, Bank Administration Institute and the School of Banking. She holds series 7 and 63 licenses and has assets under management of $54.6 million.

Topics

Whether you’re considering a new employer sponsored retirement plan or evaluating your existing solution, Preston and Chris can help. In just 45-minutes you’ll get sensible, practical advice: [check_list]

  • How to choose the best plan for your business
  • Basic plan requirements to look for
  • Plans that reduce taxation
  • The benefits of 401(k), SEP IRA, Simple IRA, Qualified Plans and Unqualified Plans
  • Ways you can keep your plan in line with today’s changing legislation

Providing a valuable retirement package may help you, as a business owner, to entice skilled employees, retain top employee talent, and directly impact the continued success of your business… Just 61.8% of employers offered plans to full-time employees last year! [/check_list]

Small Business Success Tools

Below are resources referenced within this webinar. [check_list]

[/check_list] [info_box]These webinars are intended to provide accurate and reliable information in regard to the subject matter. The material is provided with the understanding that First United Bank & Trust is not engaged in rendering legal advice or accounting services. If legal advice is needed, it is recommended that participants consult their own legal counsel.[/info_box]

If you wish to receive a printed copy of our Privacy Notice, please contact our Customer Care Center at 1-888-692-2654.

© 2015 First United Bank & Trust. All rights reserved.