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Event Details

    April Chapter Meeting (Financial Literacy Month)

    Date: April 9, 2026, 5:30pm
    Organizer:
    SHRM-NCF
    Location:
    Gainesville Chamber of Commerce Board Room
    Price:
    Free - Register on Eventbrite
    Event Type:
    Meeting
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    Our next chapter meeting will be April 9 at 5:30 PM at the Gainesville Chamber of Commerce Board Room. We will be joined by Stephen Crawford of Clarity Wealth.

    This session provides a practical overview of retirement plans—whether you’re a business owner offering a plan or an employee participating in one. Whether you’re running your own firm or building your own future, this course helps you make informed retirement decisions.

    For Employers

    • Understand the key benefits of offering a retirement plan
    • Learn about new tax credits available under SECURE Act 2.0
    • Explore lower-cost alternatives like Starter 401(k)s and state-run IRA programs
    • Know your responsibilities as a fiduciary and how to manage plan oversight

    For Employees

    • Know what a defined contribution plan is and how it functions
    • Learn how to maximize employer matching contributions
    • Understand vesting and what it means when changing jobs
    • Compare Roth vs. Traditional contributions for tax efficiency
    • Set personal retirement savings targets by age and lifestyle goals

    Be sure to register using this link: https://lnkd.in/eVG8qE7C