LIASB Virtual Event

My Business and My Retirement

Date 10/14/2020
Time: 8:00 - 10:00am

The reduced availability of company-paid pension plans, the uncertainty regarding Social Security, and the increased life-expectancy of retirees underscore the growing importance of creating a substantial “nest-egg” for retirement. Anthony Borelli will explore recent changes in the law and major options for small business retirement plans.

Anthony will cover several important topics including:

  • Estimating “nest-egg” for dependable retirement income
  • Considering if sale of business will fund your retirement
  • Selecting plans that favor owners and key employees
  • Diversification and asset allocation for different ages & risk

 

 

Guest Speakers

Anthony (Tony) Borelli

Anthony (Tony) Borelli, MS, ChFC, LUTCF, is Financial Services Professional with MML Investors Services, MassMutual Financial Group, Melville, NY. Serving as a trusted advisor for over 20 years to business owners, individuals and families, Tony’s mission is to help clients plan for and achieve “financial independence” and get to a point where “work is optional.” He holds Master degrees in Electrical Engineering and inManagement from Brooklyn Polytechnic University.

Free Registration