(Turn West on 11th Ave from 34th Street and enter the main Administration Building)
The session is geared towards business owners and how they can maximize the plans for their benefit as well as their employees. Topics such as safe harbor and cash balance plans which are "owner friendly". This luncheon will cover the following:
Agenda: 11:30 - 12:00: Registration / Lunch 12:00: Presentation
About your speaker: Chuck Lewandowski is a former Industrial Engineer, Manufacturing Manager, and VP of Operations for Fortune 500 Companies. He specializes in Wealth Management for Small Businesses and Professionals. Chuck is a CERTIFIED FINANCIAL PLANNER™ certificant who has been dedicated to helping individuals with all aspects of financial planning. He brings 20 years of experience to this full service retirement planning consulting firm. Chuck has a Bachelor of Science degree in Engineering and an MBA from Rutgers University. Chuck holds FINRA Series 7,63, and 65 securities registrations and is currently insurance licensed in Florida, New Jersey, New York, Georgia, North Carolina, and Vermont. He has completed the Financial Planning program at the University of South Florida and was awarded the CFP® designation by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. He is the President of the Rutgers Club of Tampa Bay, a Board Member of the University of South Florida Clarion Society, and the Past-President of the New Tampa Noon Rotary Club. He is a member of the New Tampa Chamber of Commerce and Hunter's Green Country Club.