We will cover the changing retirement plan landscape and how businesses are taking advantage of new retirement plan rules. This will include covering Secure 2.0 and the coming changes over the next several years. Whether business owners already have a retirement plan or are looking to start one, there will be something for everyone. Lastly we will cover cash balance plans and how pension plans are making a comeback.
- What retirement plan options are available for business owners
- How the retirement plan landscape is changing
- The benefit of these retirement plans
About the Presenters:
Hear from industry experts Cory Sellers, CFP, CRPS, CEPA and Anthony Leonti, CFP.
Who Should Attend?
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
Other Business Professionals
Members of Family Business Boards
Private Business Owners
Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTERS
Meet Cory Sellers:
As a part of the UBS Institutional Consulting Group, I help executives and business owners manage their fiduciary responsibilities as well as help their employees maximize their retirement savings. We help plan sponsors enhance their plans often times without changing providers, select and monitor investments, evaluate plan expenses, review and establish new plan features and educate and prepare employees for retirement.
Beyond my experience in financial services, I have over 6 years experience in public accounting spanning both audit and tax with specialties in corporate regulatory compliance, small business, individual, estate, and trust taxation, and personal financial planning.
**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**