Strategies for Maximizing Retirement Planning Consulting Opportunities
Details
August 28, 2018 | 2:00 PM EST
1 CPE Credit
In today’s economy, there is increased focus on regulation and mandates on business retirement plans. There is also a tremendous opportunity help your clients save more for tomorrow, reduce todays tax liability and attract and retain the talent they need to succeed.
Now, more than ever before, you’ll want to be a resource for your clients and their employees — educating them on the value and importance of saving today, benefits of implementing a retirement plan, and assisting them in selecting the options best suited for helping them save taxes and achieve their financial goals.
Objectives:
- Review the impact of recent retirement legislation,
- Discuss the features of various types of retirement plans,
- Highlight ideas for maximizing employer benefits, and
- Identify retirement options for accountants to support their clients in today’s market.
Delivery Method: Group Internet-based
Prerequisite: None
Field of Study: Specialized Knowledge
Preparation: None
Level of Knowledge: Basic
PLEASE NOTE: The live audio for this webcast will come from your computer's speakers. Please ensure your computer/device used for the webcast is able to accommodate this.
Your Presenters
Frank Tortora
Frank Tortora is Senior Manager- Paychex Retirement Services. As a twenty-nine-year veteran of the industry, Frank has worked with thousands of small and mid-sized business leaders and financial adviser, helping them maximize their savings potential with retirement plans. He is responsible for developing and managing banking and financial organizations’ retirement partnerships at Paychex and manages the AICPA 401(k) Plans for Firms program. His wide range of experience allows him to bring a broad view to selling and growing retirement plans. Frank has been honored over the years by being recognized as a top performer in his organization and by inclusion on the 401(k) Wires list of the 100 Most Influential People in Defined Contribution. He holds a bachelor’s degree from State University of New York at Geneseo and is a SPARKS Accredited Retirement Plan Consultant.
