Choose the Right Retirement Plan & Maximizing Year-End Tax Strategies

• Workshop Room 3

Speakers will cover key topics for small business owners. The highlights include essential tips on maximizing year-end tax strategies and selecting the right retirement plan for your business. Every business owner should know.

Presented by:

Jason Matthews San Francisco African American Chamber of Commerce

Jason Matthews established Matthews Financial & Insurance Solutions in 2009, specializing in financial planning for clients experiencing significant financial windfalls. Industry Recognition: A member of the International Million Dollar Round Table (MDRT) and the youngest to reach the Elite Executive Council at New York Life, he has been recognized among the top 1% of financial advisors globally. Community Engagement: Active in various roles, including as a National Board Member of the Urban Financial Services Coalition and a past president of Alzheimer’s Services of the East Bay, he is also a bestselling author, public speaker, and financial expert on KTVU Mornings on 2.
Jason Matthews established Matthews Financial & Insurance Solutions in 2009, specializing in financial planning for clients experiencing significant financial windfalls. Industry Recognition: A member of the International Million Dollar Round Table (MDRT) and the youngest to reach the Elite Executive Council at New York Life, he has been recognized among the top 1% of financial advisors globally. Community Engagement: Active in various roles, including as a National Board Member of the Urban Financial Services Coalition and a past president of Alzheimer’s Services of the East Bay, he is also a bestselling author, public speaker, and financial expert on KTVU Mornings on 2.
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