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Helping Business Owners Choose the Perfect Retirement Plan
Specialized Knowledge

HELPING BUSINESS OWNERS CHOOSE THE PERFECT RETIREMENT PLAN

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 21, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Retirement Planning
Course Description

With nearly half a dozen retirement plan options available, how can business owners be sure to choose the perfect one?

For over 20 years, Brian Carney, CFP®, has been helping business owners design custom retirement plans to help reduce their personal income taxes while providing a robust benefit to their employees. During this course, Brian will review the pros and cons of the many different options available and provide strategies to determine the right plan for any company. He will also share unique strategies to help high-earning business owners defer more than the 2021 IRS maximum of $58,000 to help further reduce the impact of income taxes.

Learning Objectives:


  • List the advantages and disadvantages of several different retirement plans options

  • Give examples of case studies and determine what plans are appropriate for a particular company

  • Identify methods to help businesses achieve the objectives for their unique retirement plan goals

  • Determine strategies to help high-earning business owners drastically reduce their taxable incomes through cash balance plans

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Brian Carney, CFP, AIF, ChFC, CDFA, CEPA

RiversEdge Advisors, LLC
Co-Founder
[email protected]
(302) 573-6864

Riversedgeadvisors

Brian Carney is the co-founder and face of RiversEdge Advisors, LLC. From helping clients to business development to volunteering in the community, his passion and zeal for financial planning shine through in all that he does.

Beginning in 2001, Brian has spent his entire career in the financial services industry, working two local firms prior to merging his practice with RiversEdge Advisors in 2014. Not only has this merger allowed Brian to continue providing purely independent and conflict-free financial advice but has given him the opportunity to truly hone his craft and share that with each and every one of his clients. As his experience has evolved, Brian has found his niche serving business owners and entrepreneurs seeking comprehensive planning services.
 

About Our Presenter

Riversedgeadvisors
RiversEdge Advisors is a financial services firm offering a fee-based platform that provides comprehensive financial advice and services to individuals and businesses. RiversEdge Advisors' Financial Planning Process is centered around its client’s unique goals and objectives. The independence provides clients access to the very best resources in the industry while delivering personal, customized service. RiversEdge Advisors takes time to explain the relevant detail and background regarding all planning recommendations. This understanding gives clients the confidence and perspective to stay focused on their customized plans.