Ray JamesCressend RufusGetting the Most from Your Business Retirement Plan: From S.I.M.P.L.E. to Sophisticated

Thursday, May 6

Time:  10:15 - 11:15 am
Fee:  No charge
Course Description:  Join our team as we provide a brief overview of business retirement plans and how to get the most out of your workplace benefits.  From how these plans work (generally), to why a business would want to provide such a benefit, our team will highlight the pros and cons of the various options available.  Additionally, we will touch on more advanced retirement strategies designed to compress decades of savings into a short time span.  These strategies can provide incredibly lucrative tax benefits, and dental/medical professionals are often uniquely well-positioned to take advantage.
Learning objectives:
  1. A general overview of the various types of business retirement plans and the cost vs. benefits for the business and its owner.
  2. Understand the pros/cons behind establishing a business-based retirement plan for the owner and employees.
Course most appropriate for:  Dentists and Business Assistants (especially Office Managers)
C.E. Hours:  1 non-clinical hour
Academy of General Dentistry Code:  550