Lunch & Learn: Business Retirement Planning - Understanding Your Options
Join OzSBI and Arvest Wealth Management staff for a free presentation on retirement planning for business owners. Topics include:
- Debunking three myths about retirement plans
- Creating a sustainable retirement income stream
- Understanding retirement plan options for the self-employed
- Managing retirement plan distributions
Date: Thursday, September 19, 2019
Time: 12 to 1 p.m.
Location: OzSBI's Conference Room
Register: Registration is now closed for this event.
Deadline to register: Monday, September 16, 2019, at 2 p.m.
Lunch will be provided.
Facilitator: Brad Culver, Retirement Plan Advisor, Arvest Wealth Management
Brad serves as the retirement plan advisor for the Greater Kansas City, Springfield and Joplin regions for Arvest Bank. Since 1990, he has worked in the financial services industry as an investment advisor. He was a relationship manager for an independent trust company serving a national client base of qualified retirement plans for 14 years. Brad earned a Bachelor of Arts in economics from the University of Kansas and a Master of Business Administration in finance from Avila University. He previously served on the Board of Directors for Cross-Lines Community Outreach and the Platte County Economic Development Council. Brad and his wife, Janet and daughter live in Kansas City, Missouri.
This Lunch & Learn is sponsored by: