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Educational Webinar Series: Employer Sponsored Retirement Plans for Small Businesses
Date and Time
Tuesday Sep 8, 2026
9:30 AM - 10:30 AM EDTLocation
Virtual via Zoom
Fees/Admission
Free and open exclusively to members of the Chamber & ACEDC.
Contact Information
Maria Benoit
Send Email
Description
This webinar is for small business and organization leaders who want to improve an existing employer sponsored retirement plan or establish a new one. The presentation will provide an overview of various employer sponsored retirement plans, including SIMPLE IRAs, SEP IRAs, solo 401Ks and traditional 401Ks, and will explore the characteristics of each type. In addition, participants will learn effective investment strategies that can help you optimize returns, including diversification, keeping fees low and reducing tax liability. Whether you have a sole proprietorship, or work for a business or a non-profit, this presentation will provide vital information for investing for retirement.
OUR SPEAKER
Carrie McDonnell
One Day In July
Carrie McDonnell is a financial advisor located in Middlebury. She works for One Day In July, a Vermont-based firm offering fiduciary advice. A former school administrator, Carrie has a background in education and enjoys opportunities to teach individuals, organizations and businesses how to be knowledgeable investors. She believes informed investing can have substantial and long term impacts on the success and sustainability of businesses and organizations. Outside of the office, she enjoys coaching and spectating her children’s many sports teams.
This members-only webinar series is co-sponsored by the Addison County Chamber of Commerce and Addison County Economic Development Corporation. Seminars are open exclusively to members of the Chamber and the ACEDC. Guests of members will be considered based upon availability and individual non-member guests may only attend (1) one webinar per calendar year.
