Employer Sponsored Plan Options – BUSINESS OWNERS ONLY

Schedule

Wed Aug 13 2025 at 04:00 pm to 05:00 pm

UTC-06:00

Location

Hoffman Heights Library | Denver, CO

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We will review plan options from the Colorado Secure Savings Program, IRA options, 401(k), 403(b), 457, profit sharing and Defined Benefit (sometimes referred to as Pension) plans.
In addition, you will receive information on Fiduciary Responsibilities.

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Where is it happening?

Hoffman Heights Library, 1298 Peoria St,Denver, Colorado, United States

Event Location & Nearby Stays:

Host or Publisher Nathan Sumner CFP, President at SUM Financial Services Group

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