Level Up Academy: Retirement Planning for Owners | Turning a Requirement into a Strategy

Level Up Academy is Back!

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.

November Session: Retirement Planning for Owners – Turning a Requirement into a Strategy

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.

Join us as we explore:

• Retirement plan options available to business owners

• California's retirement plan requirements

• The advantages and considerations of different plans

• Potential tax benefits for your business

• What each option means for you and your employees

Attendees will receive a helpful comparison of retirement plan options and have the opportunity to request a complimentary retirement estimate.

Meet Our Presenter: Joseph Di Giulio

Joseph 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.

Tuesday, November 10, 2026 | 11:00 AM – 12:30 PM

This session will be held virtually via Zoom webinar.

Registration is required. We look forward to seeing you!