Small Business Retirement Planning Happy Hour

Your business plan for the future starts here.

Presenting in partnership with Alera Group and Transamerica, this session will cover what quality retirement plan options are available to small business owners, how each operates, and how to choose the retirement plan that is right for you. Offering a quality retirement plan can help attract and retain talented employees. Plus, it helps show you care about their financial future.

Whether you’re exploring retirement benefits for the first time or looking to enhance an existing plan, this informative session will provide practical insights, key considerations, and expert guidance to help you make confident decisions for your business and employees.

Complimentary registration include admission, your first drink, and snacks.

Meet Our presenters

Andy Adams
Alera Group

As a Wealth Advisor, Andy’s goals are simple: to know his clients well, to treat them with respect and to measure his success by their success. To meet those goals, Andy develops financial plans tailored specifically to the individual needs of each of his clients. Andy values long-lasting client relationships and advises his clients through every stage of their financial journey.

Mike Rooney
Transamerica

Mike is an award-winning business professional with proven success in leadership, product innovation, speaking and sales roles. Mike brings a deep understanding of the financial services industry and the diverse challenges financial professionals face in their businesses. His collaborative approach to wholesaling has allowed him to help financial professionals consistently deliver strategic solutions to their clients. Mike has been wholesaling annuities to financial professionals in Illinois and northern Indiana for the last 5 years and prior to that in New England.