Regardless of their business size, businesses have many options for employee retirement plans they can offer as part of their benefits package. With nearly half a dozen retirement plan options available, how can a business owner be sure to choose the perfect one for their company?
For over 20 years, Brian Carney, CFP® has been helping business owners design custom retirement plans to help reduce their personal income taxes while providing a robust benefit to their employees.
Key topics:
Review the pros and cons of the many different options available
Provide strategies to determine the right plan for any company.
Unique strategies to help high-earning business owners defer more than the 2021 IRS maximum of $58,000 to help further reduce the impact of income taxes.
This webinar is suitable for business owner, CFO, CEO, Any Professionals or Planner who work with clients on retirement or financial planning.
Learning Objectives
To understand the advantages and disadvantages of several different retirement plans options
To discuss, using case studies, determine what plans are appropriate for a particular company
To identify methods to help a business achieve the objective for their unique retirement plan goals
To discover strategies to help high earning business owners drastically reduce their taxable income through Cash Balance Plans
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
Brian Carney is the co-founder and face of
RiversEdge Advisors, LLC. From helping clients to business development to
volunteering in the community, his passion and zeal for financial planning shines
through in all that he does.
Beginning in 2001, Brian has spent his entire
career in the financial services industry, working two local firms prior to
merging his practice with RiversEdge Advisors in 2014. Not only has this merger
allowed Brian to continue providing purely independent and conflict-free
financial advice but has given him the opportunity to truly hone his craft and
share that with each and every one of his clients. As his experience has
evolved, Brian has found his niche serving business owners and entrepreneurs
seeking comprehensive planning services.
A lifelong Delawarean, Brian graduated from
the Tatnall School and Ursinus College. He has earned various industry
designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial
Consultant® (ChFC®), Certified Divorce Financial Analyst™ (CDFA™), Accredited
Investment Fiduciary® (AIF®), and Certified Exit Planning Advisor (CEPA®).
Simplifying the complex, obtaining the seemingly unobtainable, and empowering
his clients to feel financially confident are what motivate him on a regular
basis. On any given day, you can find Brian going above and beyond to make sure
his clients are well taken care of. As a gentleman with a positive
attitude and proactive demeanor, Brian is heavily involved with client
relations. His personality and dedication enhance the RiversEdge client
experience from start to finish.
Brian is married to his college sweetheart,
Kristen, and together they have three children. As a family, they spend a lot
of time exploring and making long-lasting memories together. Brian is a
volunteer coach for his sons' football, basketball and baseball teams, and
loves any chance he gets to spend with his family. Passionate about animals,
their family regularly fosters dogs through Out of the Woods Rescue in Medford,
New Jersey. With Kristen leading the way, Brian’s family fostered and helped 17
dogs find forever homes over the past 2 years. When he isn’t dedicating his
time to his family, sports, or animals, Brian is heavily involved with his alma
mater, the Tatnall School, in Wilmington, Delaware.
At RiversEdge Advisors, we offer a fee-based platform, which provides comprehensive financial advice and services to individuals and business owners alike. We center our process around your unique goals and objectives, ensuring that your future is planned so you can spend more time doing what you love. Our team is equipped to handle even the most complex questions and concerns. We Offer a Full Range of Financial Planning, Asset Management and Retirement Plan Services for Business Owners
FAQ
To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
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Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
Refund/Cancellation Policy
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).
