Investors Portfolio Services

CONNECT

Address:

2832 S Meridian, Suite 201
Puyallup, WA 98373

Phone:

253-770-8118

Fax/Other:

253-770-7787

Seminars

Exploring Retirement Plan Solutions

Our office is working with July Business Services to host a retirement plan course for any CPA looking to earn 1 CE credit and learn more about tax deferral options available to small businesses. This one hour course will cover cash balance plans and open architecture 401k plans. Cash balance plans are a way for a business to potentially defer more per year than a traditional 401k and/or profit sharing plan would allow. 

When: Thursday, May 9, 2019 - 8:00AM
Where: 2832 S Meridian Suite 201
Puyallup, WA 98373
Host: Investors Portfolio Services
Phone: 253-770-8118
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck