Meeting Archive:
Your Money, Your Future: Tactics for Small Business Owners to Build Wealth and Plan for Retirement


Meeting Description:

Only 1 in 3 Americans have retirement savings, many of whom are small business owners and their employees. Join Small Business Majority and TD Ameritrade for an interactive presentation on how to build your wealth, position your small business for long-term success and plan for a dignified retirement. 

Topics include:  

  • Understanding strategies for increasing your cash flow and growing your savings
  • A straightforward guide to workplace-based retirement plans for small business owners and the self-employed
  • Helpful tools and resources to navigate your retirement options--

 

 
About Small Business Majority
Small Business Majority is a national small business advocacy organization, founded and run by small business owners to focus on solving the biggest problems facing America's 28 million small businesses today. We actively engage small business owners to drive smart public policy and get entrepreneurs the resources they need to thrive. We conduct extensive opinion and economic research and work with our rapidly growing network of 45,000+ small business owners across the country to ensure their voices are an integral part of the public policy debate. Follow us on TwitterFacebook and Instagram.
Details
Date: Thu, Sep 19, 2019
Time: 02:00 PM EDT
Duration: 1 hour
Host(s): Small Business Majority
 Presenter Information
Geri Aglipay - Midwest Outreach Manager / National Women's Entrepreneurship Manager
Speaker Photo

Geraldine “Geri” Sanchez Aglipay manages Small Business Majority's outreach, education and policy efforts in the Midwest region and Greater Chicago to enhance financial capacity and health security for small business owners, their employees and their families. She also manages Small Business Majority’s national outreach to women entrepreneurs and women's business organizations. As a former solo-entrepreneur, Geri is passionate about helping entrepreneurs strengthen their asset building and building an inclusive economy that works for all through entrepreneurship, especially for women, communities of color and the underserved.

Christine Russell - Senior Manager, Retirement and Annuities
Speaker Photo

As a Senior Manager of Retirement and Annuities, Christine Russell is responsible for the development and management of retirement products, tools and services at TD Ameritrade with a particular focus on retirement income planning.
 
Before joining TD Ameritrade, Russell founded and managed a retirement consulting firm, Christine Russell Retirement Consulting, where she developed marketing and business-building programs for IRA and 401(k) plan products. Russell has over two decades of experience in the financial services industry, including running a full-service 401(k) business at Wilmington Trust, to overseeing a Large Market 401(k) team at Vanguard, to launching the New Beginnings Retirement Income initiative at Bank of New York Mellon/Dreyfus Investments.