Broker Check
24 Feb
Creative Solutions for Business Owners in 2021


The new SECURE and CARES Acts have significant impact on employers and employees alike. This important webinar will help you learn what you, the Business Owner and Plan Fiduciary, need to know to avoid the pitfalls of these recent regulatory changes.

Join us on Wednesday, February 24th at 12:30 pm EST, to learn about ways to avoid the impact of traps like prohibited transactions, fiduciary obligations, reporting requirements, and over or under funding.

On the call Ernie Guerriero, Director of Qualified Plans and Business Markets for Consolidated Planning, will dissect a variety of timely topics and examples including:

- SECURE Act Impact on Employers
- Types of Plans
- Limits
- Tax Benefits
- Traps to Avoid
- Case Studies

** This seminar is for informational purposes only. Third party guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or First Financial Group and opinions stated are their own.

Date and Time

Wed, Feb 24, 2021

12:30p - 1:15p EST


Streaming LIVE via Zoom!

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