"5 1/2 Things All Owners Need To Know About Small Business Retirement Plans" Professional Speakers Series

  • Share:
  •  
Name: "5 1/2 Things All Owners Need To Know About Small Business Retirement Plans" Professional Speakers Series
Date: October 31, 2019
Time: 8:00 AM - 9:00 AM CDT
Registration: Register Now
Joseph Book
Event Description:
As part of our Professional Speakers Series, Itasca Bank & Trust Co. will present a 60-minute seminar, titled "5 1/2 Things All Owners Need To Know About Small Business Retirement Plans," on how to choose the corporate retirement plan that's right for you and your business.

Presenters Joseph Book and Scott LaMorte will use relevant examples and answer questions during their interactive presentation to show the financial benefits of building a retirement plan or improving your current plan.

Joseph Book, MS, MPAS, CFS, has been with Itasca Bank since 2007 and works with many local busineses to help build or strengthen their employer-sponsored retirement plan.  He earned his Bachelor's degree from Bradley University and Master's degree from the College for Financial Planning.

Scott LaMorte, Vice President of Business Development at Itasca, has more than 20 years of business development and philanthropic experience, including several years in the insurance and financial services sector.  He holds two Bachelor degrees from Elmhurst College and resides in Elmhurst with his family.
Event Media:
Event Sponsors:
  • Itasca Bank & Trust
Location:
Elmhurst Chamber of Commerce & Industry
300A W. Lake St., Ste. 201
Elmhurst, IL. 60126
Date/Time Information:
Thursday, October 31
8. to 9 a.m.
Contact Information:
Fees/Admission:
FREE, plus complimentary food and beverages.
Set a Reminder:
Enter your email address below to receive a reminder message.