Form CRS // NEWS // Operations Notice

Form CRS // NEWS // Operations Notice

 
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 Webinar  

Retirement Planning for Business Owners

Join us on Thursday, December 5, 2024 at 1:00pm EST, for an informative webinar designed specifically for small business owners looking to enhance their retirement planning. In this session, we will explore various types of company-sponsored retirement plan options, including 401(k) and Cash Balance Plans with Lori Avila, Vice President or Retirement Plan Consulting at Benetech and Sharon Abbey, Wealth Advisor at XML Financial Group. 

The presentation will cover key comparisons of popular options and identify the types of businesses and owners that may find one option more appealing than the other.

Don't miss this opportunity to gain valuable insights that can help secure your company's financial future!
Copy of Insta Mid Year Market Review Webinar (1200 x 628 px)
This webinar is for educational and informational purposes only. Content is not intended to be a recommendation, solicitation or endorsement of any company, strategy or service discussed nor should it be perceived as individual advice. 

Lori Avila

Lori is a valuable resource for both retirement plan advisors and small to medium-size businesses. She has more than 25 years experience working with Benetech, one of the nation’s largest independent third-party administration (TPA) firms, with a total of 32 years in the company sponsored retirement plan field. Lori’s primary objective is to help advisors evaluate their client’s plan design options and design a company sponsored retirement plan that meets each client’s objectives. Lori works with advisors of all experience levels: from seasoned veterans, to advisors with little experience in the retirement plan arena. She is a technical resource for advisors and is available to assist in presenting business owners with their retirement plan options. She is particularly adept at concisely explaining retirement plans in plain English so that small-business owners can make informed, educated decisions without being overwhelmed by the complexities of retirement plans that provide not only a retirement savings option but also a tax savings option for the owner(s) of the business sponsoring the plan.

Lori holds the professional designation of: 
-    Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA)

 

Sharon Abbey

Sharon Abbey is a Wealth Advisor and the Branch Manager of the Breckenridge, Colorado office. She provides brokerage and investment management services along with insurance solutions. In addition, she serves as the Insurance and Options Principal of the firm. She has over 20 years of experience in the financial services industry. She specializes in providing high-level service and strengthening client relationships. In 1997, Sharon earned her associate degree in Accounting from the Fox Valley Technical College in Appleton, Wisconsin. She then moved to Colorado, where she started working in the financial planning business. She later furthered her education by completing the Registered Paraplanner designation and obtaining the FINRA series 6, 7, 66, 24, 4 and the Life and Health Insurance licenses. Sharon married her best friend and they have two boys that are both on the ski team. Her family spends most their time in the snowy Rocky Mountains. They enjoy the outdoors of Colorado, skiing, hiking, running, and camping. She also spends time in the classroom of her children to be involved in their education and life experiences.