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Practical & Tactical Retirement Planning Strategies for Architecture Firms

This webinar, presented by Equitable in conjunction with the AIA Trust, is designed to help firm owners and managers determine the best retirement plan strategy for their firms and how retirement plans can help to achieve business goals.

Specifically, the 25-minute webinar will help you to:

  • Determine which retirement plan contributions count toward PPP loan forgiveness
  • Understand the basics of the 199A QBID for small businesses
  • Learn the elements of a plan governance process
  • Identify popular executive compensation arrangements
  • Consider financial wellness programs for employees.

The presenters are:  Santo LoPorto, Senior Director at Equitable with more than 25 years of experience in retirement and financial services; he is the Client Relationship Manager for the AIA Trust Members Retirement Program.

And Stephen Dunbar, Executive Vice President of Equitable Advisors, Georgia Branch, who has been helping individuals and businesses achieve and sustain financial stability since 2010.

 




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