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Practical and Tactical Actions for Small Business Owners

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Mary Read By Mary Read
SECURE Act 2.0 gives small business owners exciting new tactics and strategies designed to help them achieve business goals as well as retirement savings objectives for themselves and their employees. Learn how to use qualified retirement plans and executive compensation arrangements to increase retirement income security. New retirement plan design options and enhanced tax credits available as a result of law changes, plus learn how implementing a plan governance process can help mitigate fiduciary liability is also covered.

*Disclaimer: This recording is not eligible for Continuing Education Credits

Author

Mary Read
Mary Read

Mary Read CPC, QPA has more than 30 years of experience supporting financial advisors and designing and establishing qualified plans for closely held businesses.  Read is  a frequent speaker and contributor to financial industry publications, teaches  pension classes for financial professionals of major financial institutions,  and has been a featured speaker at national meetings for the Society of Financial Service Professionals, the Association for Advanced Underwriting (AALU), LIMRA, Million Dollar Round Table (MDRT) and the Form 400.   She is the National Director of Qualified Plan Marketing for Pentegra.