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  • Colorado Secure Savings Plan Webinar with Edward Jones

Colorado Secure Savings Plan Webinar with Edward Jones

  • 2 Aug 2023
  • 8:30 AM - 9:00 AM
  • Webinar

Join Edward Jones online for a conversation around the Colorado Secure Savings Program where they will discuss the details of the state plan, considerations between the state offering and a customized 401k plan, and available tax credits with offering a qualifying plan. If you or any of your employees have been considering a conversation around your retirement benefits, this is the meeting for you!


These questions will be addressed:


  • What is the Colorado Secure Savings program?
  • When are the deadlines to comply with the state mandate?
  • What types of flexibility do I have outside of the state offering?
  • Where are the available tax credits for offering a qualifying plan?


Hosted by Carol Delong Financial Advisor, Edward Jones


Speakers: Michael Male, Empower and Patrick Dinges, Compass Retirement Consulting Group


Webinar link: https://edwardjones.zoom.us/j/92874052813?pwd=WUduc0tsUHRmS3dwb0pwTEpPVHlIdz09


If you have questions regarding this event, please contact Carol Delong at 303-832-0921 or carol.delong@edwardjones.com.

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