• SIA Snow Show 2013 Denver, CO.

    January 31, 2013 – February 3, 2013


    Get our mobile app for the presentation here

    Here’s our Presentation:

    Presentation Topic: Creating a Best-Practices Retirement Plan for Small-Mid Size Businesses
    (PDF copy of the presentation here)

    Time:                     Thursday, January 31, 2013 4:30 p.m mountain time, Adult refreshments served.
    Presented by:      David Gratke
    , CEO, Gratke Wealth LLC.
    Location:              Denver Convention Center
    ; Room 302

    The retirement plan landscape is changing quickly and much of that change is taking place in 2013. Join us in a discussion on best practices for retirement plans for small-mid size businesses to learn what is required to start and succeed at creating a retirement plan. Learn about staff time commitments, costs involved in starting a plan and keeping it going; who pays for the plan expenses, what parties are involved in retirement plans, and what their duties are. We will discuss successful plan design concepts, and what it takes to create successful outcomes for your employees participating in the plan in addition to the 2012 401(k) fee disclosure changes affecting both employers and employees. As more and more businesses look at 401ks as a competitive benefit, knowledge of basic concepts and terminologies in the 401k retirement plan landscape is need-to-know information that we’ll walk through. We will also discuss investor behavior, how it often works against the well-intentions of investors, and how to create processes, and best practices, to mitigate poor investment decisions due to emotional behavior.

    Who Should Participate:

    All executive decision makers responsible for the creation, management and monitoring of a small-mid sized company 401(k) retirement plan.

    What you will Learn:

    1.) What’s involved in setting up a retirement plan; time & staffing commitments and costs involved
    2.) Terminologies used and parties involved in managing a retirement plan
    3.) How to create best practices for both the employer and the participant alike within a retirement plan.

    About our Firm | What we do for Employers and their Employees

    At Gratke Wealth our passion for the outdoors intersects with our retirement plan consulting skills for companies participating in the Outdoor Industry Economy.  As an associate member of the Outdoor Industry Association, Gratke Wealth is keen to see that as many of the 6.1 million individuals employed in the Outdoor Industry Economy have the opportunity to retire with dignity.

    Gratke Wealth | Optimized and Efficient Retirement Planning

    Helping your team develop wealth management and optimized 401 (k) plans that span all phases of the financial process – getting started, optimizing what’s already in place and rebuilding your plan structure. As many facets of financial planning impact each other, we can help you bring your team to one table.

    Our Retirement Philosophy Is Simple | We can Help

    We understand that you’re busy and don’t have the time to manage your company’s 401(k) plan. We help you turn temporary prosperity into lasting wealth.  At Gratke Wealth, our retirement planning and investment services will help your company plan, protect and grow — so retirement can be simple. Life is complicated, retirement doesn’t have to be.

    As a member of the largest retirement plan advisory group in the nation, managing over 25,000 plans with over $100 billion in retirement assets, my company has the tools necessary to analyze and optimize your team’s retirement plan for the best possible outcome for your participants.

    SIA Snow Show Seminars & Clinics Schedule-click


    Great to meet you. Let’s connect!

    Contact me during the show:

    mobile phone:  503-729-8552
    Send Mail

    David, I’d like to schedule an appointment with you during the show!
    click here to set the appointment!

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    View David Gratke's profile on LinkedIn
    Gratke Wealth | Plan well. Retire happy.




    Yours truly on the summit of Mt. Adams, WA July 3, 2011

    Apples don’t fall far from the tree… do they? My late father, circa 1940′s Mt. Hood, Oregon…

    And yes, we still have the skis and bamboo ski poles with leather straps



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  • Gratke Wealth, LLC is a registered investment adviser in the State of Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.