ABOUT THE PRESENTATION:
“SECURE 2.0 Act of 2022: A boost to retirement savings”
The SECURE 2.0 Act makes starting a retirement plan more affordable than ever for small business owners. Come join us as we discuss about the qualifications, plan cost tax credits, and more.
ABOUT THE PRESENTERS:
Daniel Jess, Senior VP & Retirement Plan Counselor, Capital Group
Daniel Jess is a retirement plan counselor at Capital Group, home of American Funds, covering southern Virginia and North Carolina. He has 17 years of investment industry experience, all with Capital Group. He holds a bachelor’s degree in economics from Indiana University. Dan is based in Raleigh, N.C.
https://www.capitalgroup.com/
Leah Price, COO, Retirement Plan Solutions, Inc.
Leah specializes in providing customized support to financial advisors that want to develop their retirement plan business. In addition, she works with the financial advisor and the plan sponsor to design the best retirement plan to meet the goals and objectives of the plan sponsor and their employees. In Leah’s new role at Retirement Plan Solutions, Inc. (RPSI) she is responsible for developing strategic partnerships and new business along with providing customer service for existing and new clients. She has 30+ years of experience in the retirement plan services industry. Her career began in the banking industry, where she served for 16 years, providing complete plan administrative services, including managing retirement service teams and developing new business. In 2007, she started her own Third Party Administration firm, Virginia Pension Consultants, LLC. After three very successful years, she made the decision to rejoin RPAS. In 2011, she earned the Cash Balance Consultant certification from Kravitz. In July 2016, she accepted an offer to join RPSI and she is excited to have the opportunity to develop new strategic partnerships with them. Born and raised in Chesterfield, VA, Leah now resides with her family in Amelia, VA. She has two children and a beautiful granddaughter.
Signature Events
Annual Meeting & Community Leadership Awards
The Loudoun Chamber celebrated its 55th Annual Meeting & Community Leadership Awards on Friday, January 20, 2023. We honored top community leaders as well as celebrate the success of the 2022 Board of Directors Chair, Shawn Mitchell. We will also welcomed in our 2023 Board and the new Chair Carol Barbe, owner of Backflow Technology. 2023 Event Photos
Chamber Classic
On Monday, August 21, 2023, the 41st Annual Chamber Classic will be held at The Club at Creighton Farms. This event has been Loudoun County’s premier business golf tournament for four decades. The Chamber Classic offers our sponsors tremendous marketing exposure, and an incomparable day of golf on this Jack Nicklaus designed course. Sponsorships are available!
Small Business Awards
For 29 years, the Loudoun Small Business Awards have been the most prestigious honors celebrating the best small businesses, entrepreneurs and nonprofit organizations in our Loudoun community. We hope you will join us on Friday, November 10, 2023, to congratulate finalists and winners in 9 categories, including the top prize, at the 2023 Small Business of the Year. Winners are announced in front of a live audience of Loudoun’s top business and community leaders. Sponsorships are available!
Valor Awards
The Loudoun Chamber will honor our community’s real life heroes, including several truly heroic citizens, for their courageous, often lifesaving actions, at the 38th Annual Loudoun County Valor Awards on Thursday, April 27, 2023. Loudoun’s top business and community leaders will join us for this proud Chamber tradition, and demonstrate their respect and appreciation for these dedicated public servants and their selfless acts of heroism and service.