Do clients ask for your advice about which retirement plan to choose for their small businesses? Are you confident in the advice you provide? This course covers various retirement plans available to small business owners that go beyond the traditional SEP and SIMPLE IRA. Characteristics and limitations of the various plans will be reviewed along with the advantages and disadvantages of each plan.
Learning Objectives:
CPA Retirement Solutions
Managing Partner, Registered Representative of Equity Services, Inc.
[email protected]
(973) 632-7634
As a Registered Representative with Intervest International Equities Corp., John has had the pleasure of working with both individuals as well as business owners throughout the Metropolitan Area. In this ever-changing world for both individuals and business owners, it is a critical function of his role to “partner” with the client. As a trusted partner, it is his responsibility to help the client understand and set a path to achieve their financial goals. Jack specializes in business strategies, which includes preparing business strategies employee and executive benefits including, but not limited to; qualified and nonqualified retirement plans as well as the investment management and Estate strategies.
Being involved with a boutique firm allows him to utilize a team approach within his process. The team of specialists reviews all the cases with the representative to insure proper implementation.
John is a Registered Representative of Intervest International Equities Corp. and offers securities in the following states: New Jersey, New York, Texas, Florida, South Carolina, California, Pennsylvania & Colorado. John is insurance licensed in the following states: New Jersey, New York, Texas, Florida, South Carolina, California, Pennsylvania & Colorado.