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DTSTART:20261110T190000Z
DTEND:20261110T203000Z
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SUMMARY:Level Up Academy: Retirement Planning for Owners | Turning a Requirement into a Strategy
DESCRIPTION:Level Up Academy is Back!\n\nThe Big Bear Chamber of Commerce is excited to bring back Level Up Academy\, our monthly educational series designed to help local businesses adapt\, grow\, and thrive. Each session offers practical insights\, expert guidance\, and actionable strategies you can put to work in your business.\n\nNovember Session: Retirement Planning for Owners   Turning a Requirement into a Strategy\n\nCalifornia requires most employers to offer a retirement plan\, but meeting the mandate is only the beginning. The right retirement strategy can provide tax advantages\, help you build your own retirement savings\, and offer valuable benefits to your employees.\n\nJoin us as we explore:\n\n\n	\n	Retirement plan options available to business owners\n	\n	\n	California's retirement plan requirements\n	\n	\n	The advantages and considerations of different plans\n	\n	\n	Potential tax benefits for your business\n	\n	\n	What each option means for you and your employees\n	\n\n\nAttendees will receive a helpful comparison of retirement plan options and have the opportunity to request a complimentary retirement estimate.\n\nMeet Our Presenter: Joseph Di Giulio\n\nJoseph Di Giulio is an Associate Vice President at THG Financial Services with nearly a decade of experience. As a licensed Life & Health Insurance Agent and Investment Advisor Representative\, Joseph helps individuals\, families\, and business owners make informed decisions about retirement\, investments\, and long-term financial planning.\n\nTuesday\, November 10\, 2026 | 11:00 AM   12:30 PM\n\nThis session will be held virtually via Zoom webinar.\n\nRegistration is required. We look forward to seeing you!\n\nCLICK HERE TO REGISTER!
X-ALT-DESC;FMTTYPE=text/html:<p data-pm-slice="1 1 []"><span style="font-family:verdana\;"><span style="font-size:14px\;"><strong>Level Up Academy is Back!</strong></span></span></p>\n\n<p><span style="font-family:verdana\;"><span style="font-size:14px\;">The Big Bear Chamber of Commerce is excited to bring back Level Up Academy\, our monthly educational series designed to help local businesses adapt\, grow\, and thrive. Each session offers practical insights\, expert guidance\, and actionable strategies you can put to work in your business.</span></span></p>\n\n<p><span style="font-family:verdana\;"><span style="font-size:14px\;"><strong>November Session: Retirement Planning for Owners &ndash\; Turning a Requirement into a Strategy</strong></span></span></p>\n\n<p><span style="font-family:verdana\;"><span style="font-size:14px\;">California requires most employers to offer a retirement plan\, but meeting the mandate is only the beginning. The right retirement strategy can provide tax advantages\, help you build your own retirement savings\, and offer valuable benefits to your employees.</span></span></p>\n\n<p><span style="font-family:verdana\;"><span style="font-size:14px\;">Join us as we explore:</span></span></p>\n\n<ul data-spread="false">\n	<li>\n	<p><span style="font-family:verdana\;"><span style="font-size:14px\;">Retirement plan options available to business owners</span></span></p>\n	</li>\n	<li>\n	<p><span style="font-family:verdana\;"><span style="font-size:14px\;">California&#39\;s retirement plan requirements</span></span></p>\n	</li>\n	<li>\n	<p><span style="font-family:verdana\;"><span style="font-size:14px\;">The advantages and considerations of different plans</span></span></p>\n	</li>\n	<li>\n	<p><span style="font-family:verdana\;"><span style="font-size:14px\;">Potential tax benefits for your business</span></span></p>\n	</li>\n	<li>\n	<p><span style="font-family:verdana\;"><span style="font-size:14px\;">What each option means for you and your employees</span></span></p>\n	</li>\n</ul>\n\n<p><span style="font-family:verdana\;"><span style="font-size:14px\;">Attendees will receive a helpful comparison of retirement plan options and have the opportunity to request a complimentary retirement estimate.</span></span></p>\n\n<p><span style="font-family:verdana\;"><span style="font-size:14px\;"><strong>Meet Our Presenter: Joseph Di Giulio</strong></span></span></p>\n\n<p><span style="font-family:verdana\;"><span style="font-size:14px\;">Joseph Di Giulio is an Associate Vice President at THG Financial Services with nearly a decade of experience. As a licensed Life &amp\; Health Insurance Agent and Investment Advisor Representative\, Joseph helps individuals\, families\, and business owners make informed decisions about retirement\, investments\, and long-term financial planning.</span></span></p>\n\n<p><span style="font-family:verdana\;"><span style="font-size:14px\;"><strong>Tuesday\, November 10\, 2026 | 11:00 AM &ndash\; 12:30 PM</strong></span></span></p>\n\n<p><span style="font-family:verdana\;"><span style="font-size:14px\;">This session will be held virtually via Zoom webinar.</span></span></p>\n\n<p><span style="font-family:verdana\;"><span style="font-size:14px\;"><strong>Registration is required. We look forward to seeing you!</strong></span></span></p>\n\n<div class="p1" style="margin: 0px\; font-style: normal\; font-variant: normal\; font-size-adjust: none\; font-language-override: normal\; font-kerning: auto\; font-optical-sizing: auto\; font-feature-settings: normal\; font-variation-settings: normal\; font-stretch: normal\; font-size: 12px\; line-height: normal\; font-family: Helvetica\; color: rgb(6\, 6\, 6)\;"><a href="https://us06web.zoom.us/webinar/register/WN_a74kKuWsQqCXOV9H8wPxJg#/registration"><span style="color:#2F4F4F\;"><strong><span style="font-size:20px\;"><span style="font-family:verdana\;">CLICK HERE TO REGISTER!</span></span></strong></span></a></div>\n
LOCATION:Virtual Event Zoom Webinar Join us online from your home or office! Advance registration is required. Registered participants will receive information to access the webinar. CLICK HERE TO REGISTER!
UID:e.2804.30429
SEQUENCE:3
DTSTAMP:20261105T225302Z
URL:https://business.bigbearchamber.com/events/details/level-up-academy-retirement-planning-for-owners-turning-a-requirement-into-a-strategy-30429
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