Upcoming Webinars

Employer Tax Deferral Strategies

60 Minute Free Workshop

This workshop will discuss the various ways business owners can significantly increase the amount that they can contribute to a retirement plan. Most executives are unaware that the actual limits are multiples of where they think it is. We will discuss how a business owner can reduce taxable income and control when they receive the proceeds during years with less income.

You Will Learn:

  • How to layer several corporate retirement plans to increase commonly perceived limits

  • How to increase income during low tax years
  • How to support employee recruiting and retention efforts
  • How to use proper retirement strategies to increase corporate profits and incentives

When: May 14th
6:00pm – 7:30pm

Where: A Zoom meeting link will be sent to your email upon scheduling.

We can’t wait to meet you!

Reserve your spot for our free workshop today.

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About the Intructor

Roy believes that education is the answer, and he’s committed to lifelong learning in order to serve the best needs of his private clients and the groups he speaks to. He has earned his MBA, and is a Certified Plan Fiduciary Advisor (CPFA). He is currently completing is Master of Accountancy at University of North Carolina. He has a knack for breaking the most complex financial concepts down in a way that makes sense. If you’re ready for a partner that is skilled in financial education so you can maximize and protect what you’ve worked so hard to earn, we’d love to talk.

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