Financial Planning Webinar Retirement & Tax Planning
Overview
Unlock Your Financial Future!
Join us for an insightful and practical Financial Planning Webinar discussing Retirement & Tax Planning, designed to help you make smarter financial decisions. Whether you're planning for retirement, managing investments, or just looking to improve your financial literacy, this session is packed with valuable strategies and expert guidance.
CPA’s can make a tremendous difference in the lives of their business clients by implementing this strategy
1. Accumulate approx. $3.2m per participant ($6.4 for married business owners)
2. Accumulate up to $632k per participant ($1.3m) in tax free medical reimbursement (LTC alternative) for participants
3. Ability to retire without having to sell the business in a fire sale
4. Expanded ability for Legacy planning
5. Asset Protecting your retirement future
6. Saving and deferring an average of $1m+++ in taxes
7. Many states are requiring employers with 5+ employees to implement an employee savings program
a. State-run programs are usually not the best choice; learning about the Designer DB Plus strategy could be way more beneficial
Speaker, Stephen Arnold of Retirement Actuarial Services LLC
- Earn 1.5 CPE Credits
- - Exclusive to Members – No Cost
- - Live Q&A with Financial Experts
Non-Member Price $0
Member Price $0