Nancy Loves Law, A Look Into A Business Owner’s Retirement Plan Options - NAPFA Credit Only

Tom Pohlen

This is a Partner Solutions recorded webinar sponsored by Retirement Plan Consultants.

This presentation will help wealth professionals understand, offer, and implement retirement plan solutions for business owners. Challenges of hypothetical individuals that are just starting a business, are five years into their business, and are 10-12 years into their business will be examined in a fun, interactive manner. SEP, Simple IRA, 401k, and Cash Balance options will also be reviewed, considered, and understood so wealth professionals can better assist current and prospective clients.

Learning Objectives:
• Learn how to speak intelligently to business owners about their retirement plan regardless of business cycle stage
• Understand the challenges that business owners face and formulate solutions
• Acquire a strong foundation by identifying the key players in retirement plans, as well as what added benefits they give business owners

Speaker Bio:
Mr. Tom Pohlen is a Regional Director with Retirement Plan Consultants (RPC) and brings over a decade of experience in assisting individuals and organizations in the financial services industry. Prior to joining RPC, Tom worked for a large RIA based out of Southern California where he served and led in multiple capacities including operations, sales, and marketing. He holds a Management Science Degree from University of California, San Diego.

1 NAPFA CE in E – Retirement Planning will be posted in your NAPFA CE record after downloading this recording.

This is a recorded webinar from February 3, 2021.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.