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Tax Advantaged Retirement Plans - For Individuals and Businesses - Inland Empire Meeting 08.15.18
Doubletree Hotel Claremont
555 W. Foothill Blvd.
Claremont, CA 91711
(909) 626-2411

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Wednesday, August 15, 2018, 5:30 PM - 9:00 PM PDT
Category: Chapter Meetings

Tax Advantaged Retirement Plans - For Individuals and Businesses
Inland Empire Chapter Meeting

Click here for the Inland Empire Chapter Meeting Flyer

Date and Time:

Wednesday, August 15, 2018
5:30 p.m. - 9:00 p.m.


DoubleTree Hotel Claremont
555 W Foothill Blvd
Claremont, CA 91711

Topic: Tax Advantaged Retirement Plans - For Individuals and Businesses

A recent study indicated that 47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000. Many people do not understand that the government has made available significant tax advantages to encourage people to get ready for retirement. We will look at the tax possibilities for individuals: Traditional, Roth, Inherited IRAs, annuities & other options. Timing and limits of contributions & especially areas where most people make costly mistakes are also considered. The universe of retirement business plans is both bewildering & complex. Most business plans are Qualified plans, including defined benefit, cash-balance, money purchase pension, target benefit, profit sharing 401(k), stock bonus and ESOP plans. For smaller businesses, SEP, IRA, Simple and solo 401(k) are also options. Vesting requirements, contribution limits, nondiscrimination clauses & plan documents are all studied in plan comparisons.

Presenter: Bob Christman, MBA, ChFC

Presenter Bios: Bob Christman has been in the securities business for over 20 years. He has earned both a B. A. in Business Administration and a Master's Degree in Business Administration (MBA). In addition, he has the designation of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). Most of his financial career was with Morgan Stanley, where he was an Associate Vice President. He now has his own company and works with Independent Financial Group as a financial advisor. He has been an instructor for the Loma Linda University School of Business and a guest lecturer for the retirement planning course at University of California-Riverside. He has also been active in local affairs. He served on the Loma Linda City Council for 20 years and was the Mayor for 6 of those years. His other interest in life are: Flying—He has recently earned the certificate of Airline Transport Pilot. Real Estate Broker—especially helping business owners with exit planning.

CPE Information:

2 Federal Law hours
CTEC: 1000-CE-4398
IRS: 18QC1-T-01024-18-I

Knowledge Level:


Members: $35
Non-Members: $50
Late/On-Site Registration: $50

Last Day to Cancel:
Saturday, August 11 at 11:59 pm

Please Contact Duberly Beck to register:

email: [email protected]
phone: 909.575.1066 (message phone)
Please leave your name, PTIN and your EA, CTEC or CPA # when making your reservation.
Pay at the event with check or cash (we are not able to accept credit cards).

Members on the permanent dinner list do not have to call in a reservation. However, if you are on the list and are unable to attend please call and cancel, as a meal will be ordered for everyone on the list and we will be billed for all meals ordered. If you are NOT on the list and made a reservation and are unable to attend, you must cancel your reservation by Saturday, August 11, 11:59 pm otherwise you will be billed for the dinner.

Main Menu:
• Fennel Crusted Pork Loin with Braised Red Cabbage and Pan Jus, Chef’s Choice of Starch
• Cheese Ravioli with Marinara Sauce, Chef’s Choice of Accompaniments

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at

Contact: Duberly Beck; 909.575.1066 (message phone) OR [email protected]