Integrating Retirement Plan Solutions for Business Owners

Live Webinar: Tuesday, December 7, 2021 at 12pm PT, 1pm MT, 2pm CT, 3pm ET

Pending legislation and rising tax rates have many business owners looking to shelter more of their assets. As advisors and CPAs, our business owner clients are looking to us for solutions. If you’re a CPA who has worked with retirement plans in the past, or someone who is looking to gain a deeper knowledge on how to best use them with business owners in your practice, we have the webinar for you. We will show you how to best integrate retirement plans within your annual tax planning, why plans should be evaluated on an annual basis, and who the ideal client is for a plan is when it’s time to make a recommendation.

This webinar is approved for CE Credit. Please ensure we have your email so we can send you a copy of the certificate.

In this webinar, Erin Voisin and Connor McDevitt will cover: 

• Overview of types of plans
• Ideal situations to implement each of them
• Benefits of having a plan
• Real life exammples
• Providers
• Live Q&A
  

Fill out the form to register for the live webinar!

A recording of this webinar will be sent to all registrants.