Colorado Secure Savings Plan Webinar with Edward Jones

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Event Description

Join Edward Jones online for a conversation around the Colorado Secure Savings Program where they will discuss the details of the state plan, considerations between the state offering and a customized 401k plan, and available tax credits with offering a qualifying plan. If you or any of your employees have been considering a conversation around your retirement benefits, this is the meeting for you!

These questions will be addressed:

  • What is the Colorado Secure Savings program?
  • When are the deadlines to comply with the state mandate?
  • What types of flexibility do I have outside of the state offering?
  • Where are the available tax credits for offering a qualifying plan?

Hosted by Carol Delong Financial Advisor, Edward Jones

Speakers: Michael Male, Empower and Patrick Dinges, Compass Retirement Consulting Group

Webinar link:



August 2, 2023
8:30 am - 9:00 pm


Edward Jones

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