How Advisors Can Help Clients Build Wealth Outside of their Businesses -
11:45 AM - 12:45 PM
The presentation focuses on opportunities to diversify entrepreneurs’ business worth into retirement accounts to help enhance their savings and slash current taxes. John Ceparano will discuss how to match the right type(s) of plans with a client’s current circumstances and future goals. He will also provide key actionable items to discuss with your clients regarding the timing of plan set-up, contributions, income tax and asset protection benefits.