3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Tom Pohlen, West Regional Director, Retirement Plan Consultants
1 NAPFA CE in E – Retirement Planning and 1 CFP® CE
Member: $0; Non-Member: $0
This presentation will help wealth professionals understand, offer, and implement retirement plan solutions for business owners. Challenges of hypothetical individuals that are just starting a business, are five years into their business, and are 10-12 years into their business will be examined in a fun, interactive manner. SEP, Simple IRA, 401k, and Cash Balance options will also be reviewed, considered, and understood so wealth professionals can better assist current and prospective clients.
• Learn how to speak intelligently to business owners about their retirement plan regardless of business cycle stage
• Understand the challenges that business owners face and formulate solutions
• Acquire a strong foundation by identifying the key players in retirement plans, as well as what added benefits they give business owners
This is a Partner Solutions webinar sponsored by Retirement Plan Consultants.
Mr. Tom Allen is a Regional Director with Retirement Plan Consultants (RPC) and brings over a decade of experience in assisting individuals and organizations in the financial services industry. Prior to joining RPC, Tom worked for a large RIA based out of Southern California where he served and led in multiple capacities including operations, sales, and marketing. He holds a Management Science Degree from University of California, San Diego.