Webinars

 

 

 

Maximizing Retirement Plan Savings for Small Business Owners

& the Self Employed

 

This webinar reviews Mutual Funds, ETF's, and Variable Annuities.  Also discussed is an in depth explanation of retirement plans, specifically IRA, Roth IRA, SEP IRA, Simple IRA, Single/Owner 401(k), Single/Owner 401(k)-Roth, Company 401(k), 403(b), 457, and Defined Benefit Plans.

 

 

 

Maximizing Retirement Plan Savings for Small Business Owners

& the Self Employed Part II-Examples

 

This webinar Includes 13 Total Retirement Plan examples which discuss a variety of scenarios involving a combination of working for a company, doing consulting work on the side, owning a consulting company, self-employment, and working for a University.  Specific retirement plans discussed include, IRA, Roth IRA, SEP IRA, Simple IRA, Single/Owner 401(k), Single/Owner 401(k)-Roth, Company 401(k), 403(b), 457, and Defined Benefit Plans. 

 

 

 

Defined Benefit Plans for Small Business Owners

 

This webinar will discuss the Personal Pension Plan, Defined Benefit Plans at a glance, comparisons to other retirement plans, The OnePersonPlus* Program from Dedicated DB, and ideal financial situations.  In addition how to meet your needs for eligible compensation, keys dates, fees, opening a Defined Benefit Plan, and following through.

 

 

 

 

 

 

Creating Your Paycheck in Retirement

 

This webinar discusses the fear of losing your paycheck, importance of investor behavior, following the five success drivers, the importance of starting to plan now, how much you need to retire, and creating your ideal retirement paycheck.

 

 

Diversified Asset Management, Inc. cannot guarantee the accuracy or currency of any such third party information or content, and does not undertake to verify or update such information or content. Any such information or other content should not be construed as investment, legal, accounting or tax advice.