
Date: October 12, 2023
Time: 4:00 pm - 5:00 pm
Networking
Snacks with an Expert
Snacks with an Expert: 401k Retirement Plans for your Small Business
Thursday, Ocotber 12th from 4-5pm
Expert Jackson Forelli will be talking about the benefits of 401k retirement plans for small businesses at our upcoming Snacks with sn Expert event on October 12th!
Topics that will be discussed include:
- Tax-efficient saving strategies
- Investing over long time horizons
- How benefits help small businesses attract (and retain) talent
- Q&A session to ask your 401k questions
Jackson has 8 years of professional experience within the Financial Services Industry. Previous to Human Interest Jackson worked at Fidelity Investments, Ameriprise Financial and Wells Fargo where he assisted individuals and financial advisors with retirement planning strategies. The Human Interest mission of providing businesses of all sizes with retirement solutions resonated with Jackson, which is why he joined the company at the beginning of 2023. Jackson resides in Amesbury, MA with his fiance Ellie and their golden retriever Remi.
This Snacks with an Expert will be offered both virtually and in-person!