Upcoming Webinars


CE – Practical and Tactical Actions for Small Business Owners

November 20, 2024 | 2:00 pm

SECURE Act 2.0 gives small business owners exciting new tactics and strategies designed to help them achieve business goals as well as retirement savings objectives for themselves and their employees. Learn how to use qualified retirement plans and executive compensation arrangements to increase retirement income security. New retirement plan design options and enhanced tax credits available as a result of law changes, plus learn how implementing a plan governance process can help mitigate fiduciary liability is also covered.

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