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Topic
Retirement Plans 101
Date & Time

Selected Sessions:

Mar 28, 2025 12:00 PM

Description
Whether you're just starting out or looking to optimize your existing retirement plan, this session will give you the information you need to make an informed decision! David Frank of Turning Point Financial Planning and Julie Herres, owner of GreenOak Accounting are teaming up for Retirement Plans 101. It's what all private practice owners should know about planning for their future! In this webinar, you will learn: - The different types of retirement plans, including IRAs, 401(k)s, and other options. - How to determine which retirement plan is right for you or your business. - The tax advantages and savings strategies associated with various plans. - Tips for maximizing your contributions and growing your nest egg. - Common mistakes to avoid and steps to stay on track for retirement success. Don’t miss this opportunity to gain clarity around securing your retirement future!