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.
Thursday Oct 31, 2019
8:00 AM - 9:00 AM CDT
Thursday, October 31
8. to 9 a.m.
Elmhurst Chamber of Commerce & Industry
300A W. Lake St., Ste. 201
Elmhurst, IL. 60126
FREE, plus complimentary food and beverages.
Printed courtesy of www.elmhurstchamber.org – Contact the Elmhurst Chamber of Commerce & Industry for more information.
300 W. Lake St., Ste. 201, Elmhurst, IL 60126 – (630) 834-6060 – info@elmhurstchamber.org