Maximize Income Tax Savings with Retirement Plans for Self-Employed
Persons and Small Business Owners - Sponsored by Resonant Financial
Course Description
This non-technical overview
showcases a variety of retirement plans and discusses how each tool offers
deductible contributions to self-employed persons and small business owners.
The program covers Simple IRAs, 401(k) plans (traditional and pooled plans),
SEP IRAs, and Individual Ks.
Learning Objectives
- Gain non-technical insight into how each retirement plan offers deductible contributions to self-employed persons and small businesses.
- Understand the pros and cons of each retirement plan type.
- Benefit from hearing real-world problems and solutions!
Presenters
George Hunter, CPFA
George Hunter is the co-founder and managing director of Resonant Financial Management. By utilizing various strategies with clients, George helps improve their investment potential, help reduce financial risk, help preserve their estate for their heirs and help provide confidence for all involved.
His primary goal is to assist clients in obtaining financial well-being, while helping them manage risk against life’s unforeseen events. As an independent advisor with a holistic approach, he collaborates with elder law attorneys, CPAs, and other professionals to support his clients’ needs. His broad base of knowledge allows him to provide guidance on all phases of their financial planning including accumulation of wealth while working, distribution during retirement. He also provides guidance on the development and implementation of estate plans.
Read more
George Hunter is the co-founder and managing director of Resonant Financial Management. By utilizing various strategies with clients, George helps improve their investment potential, help reduce financial risk, help preserve their estate for their heirs and help provide confidence for all involved.
His primary goal is to assist clients in obtaining financial well-being, while helping them manage risk against life’s unforeseen events. As an independent advisor with a holistic approach, he collaborates with elder law attorneys, CPAs, and other professionals to support his clients’ needs. His broad base of knowledge allows him to provide guidance on all phases of their financial planning including accumulation of wealth while working, distribution during retirement. He also provides guidance on the development and implementation of estate plans.
Read more
Wade Zancan, CPFA
Wade Zancan is a co-founder and managing director of Resonant Financial Management and serves as an independent financial professional. He’s worked in financial services for approximately 20 years and is committed to helping individuals, families, and business owners manage financial aspects that are most important to them: income, retirement, education, and estate preservation/legacy planning.
He’s worked with plan sponsors (employers) in a variety of industries to design, implement, and monitor their company retirement plans.
Read more
Wade Zancan is a co-founder and managing director of Resonant Financial Management and serves as an independent financial professional. He’s worked in financial services for approximately 20 years and is committed to helping individuals, families, and business owners manage financial aspects that are most important to them: income, retirement, education, and estate preservation/legacy planning.
He’s worked with plan sponsors (employers) in a variety of industries to design, implement, and monitor their company retirement plans.
Read more
Continuing Education
This course does not qualify for IRS Continuing Education Hours.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.