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Introduction to Small Business Retirement Plans

INTRODUCTION TO SMALL BUSINESS RETIREMENT PLANS

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 21, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

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:


  • Identify the various retirement plans available to small business owners

  • Outline the characteristics and limitations of each retirement plan

  • Recall the advantages and disadvantages of each retirement plan
     

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Jack Giacalone

Cornerstone Financial Partners
Managing Partner, Registered Representative of Equity Services, Inc.
jack.giacalone@intervestintl.com
(973) 632-7634

Cornerstonefinancial

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.

About Our Presenter

Cornerstonefinancial
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.