What shape is your retirement plan in?

What shape is your retirement plan in?

The Milford Miami Township Chamber is now offering a brand-new benefit to help companies and individuals evaluate their retirement plans.

As a MMT Chamber Member, you may receive a *free* retirement plan evaluation through Edward Jones. Financial Advisor Kayla Grimslid will help you evaluate where you and/or your company currently stand and make recommendations for strengthening your plan.

Timing is especially good for this offer since the Southern Ohio Chamber Alliance is now offering a brand-new group retirement option that has many benefits:

  1. Save significant money on plan administration
  2. Reduce time needed to administer plan while decreasing legal liability
  3. Offer returns that are usually available only to large companies

Kayla will help you evaluate your current plans and see if there is an alternative that makes sense for you.

To take advantage of this offer, please contact Kayla via email or at 513-900-9849. You must be a MMT Chamber Member in good standing to qualify.

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