Retirement Plans & Planning for Small Business Owners
Date & Time: November 8, 2024, 12:00 pm - 1:00 pm
Language: English
Event Provider: Rational Unicorn Legal Services
Location: Online [Live virtual event]
Cost: $10 - Scholarships available for businesses in these zip codes: 97070, 97140, 97132, 97137, 97303, 97115. Click here to see if you qualify.
For businesses outside of the above zip codes, register here.
ABOUT THE EVENT: Join Rational Unicorn Legal Services for an informative session tailored for small business owners who are looking to understand and navigate the world of retirement planning. Whether you're just starting out or looking to refine your existing retirement strategy, this event will provide valuable insights into different types of retirement plans suitable for small businesses.
We'll cover key topics such as:
The importance of early retirement planning
Overview of retirement plan options for small businesses (SEP IRA, SIMPLE IRA, Solo 401(k), etc.)
Tax benefits and incentives for each type of plan
Steps to set up and manage your retirement plan effectively
Don't miss this chance to secure your financial future and ensure peace of mind for your golden years.
Who should attend this class? Business owners or sole proprietors at all stages of operation who are seeking actionable steps and practical advice for retirment planning
Presenter: Hsin-Cheng Kuo , CFP ® of Northwestern Mutual is a Certified Financial Planner professional who leads a well-rounded practice that focuses on wealth management and holistic financial planning. Born and raised in Taiwan, she earned a BA in Transportation Management before moving to the US to pursue an MBA from Embry-Riddle.