CalSavers & Retirement Benefit Plans for Small Businesses

• Workshop Room 1

Understand California's state-mandated retirement plan, CalSavers, and how you can provide your employees a more flexible 401K option with higher contribution limits, both tradition and Roth options and more investment types.

Presented by:

Cody Martin Wealth Management Advisor, SD Mayer & Associates LLP

Cody has developed a passion for helping others achieve financial security and plan more efficiently for the future. Cody does this through advising them on which areas to invest—insurance, retirement, taxable investments, etc. His goal is to build relationships with clients and become a trusted advisor to them as well as their family and friends.

In Cody’s prior life, he was a professional golfer. He played in tournaments in many different countries, including Bermuda, Scotland, Spain and South Africa.

Cody has developed a passion for helping others achieve financial security and plan more efficiently for the future. Cody does this through advising them on which areas to invest—insurance, retirement, taxable investments, etc. His goal is to build relationships with clients and become a trusted advisor to them as well as their family and friends.

In Cody’s prior life, he was a professional golfer. He played in tournaments in many different countries, including Bermuda, Scotland, Spain and South Africa.

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