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Nancy Loves Law, A Look Into A Business Owner’s Retirement Plan Options
Course Information
Content Level: Intermediate
NAPFA Subject Area: E-Retirement Planning & Emp. Benefits
Course Description
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.
Learning Objectives
  1. Learn how to speak intelligently to business owners about their retirement plan regardless of business cycle stage
  2. Understand the challenges that business owners face and formulate solutions
  3. Acquire a strong foundation by identifying the key players in retirement plans, as well as what added benefits they give business owners
Tom Pohlen
Mr. Tom Pohlen 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.
Availability: On-Demand
Expires on Dec 31, 2023
Initial Cost: Member: $0.00
Non-Member: $39.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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