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The ABCs of Retirement Planning
July 15, 2025 @ 9:00 am - 11:30 am
- Come learn from the tax professionals of Withum (represented by Conor Barnes & Evan Finer) and financial professionals of Glen Eagle (represented by Susan & Rob Michel) as they discuss what business owners do wrong when it comes to their retirement planning.
Key Takeaways:
- An understanding of what type of corporate retirement plan a business owner should use and why it matters
- A tax-focused plan when it comes to Roth IRA strategies
- A perspective on how children can benefit from your business owner status
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