RETIREMENT PLAN BASICS

This presentation breaks down the different retirement plans available to your growing law practice (from a single attorney specialized practice to a full service law firm) and provides the in’s and out’s of each option, their costs, maximizing contributions and deductions.

The following topics are discussed:

• Small Business Basics
• Why Business Owners Look for a Retirement Plan
• Payroll Deduction IRAs
• SEP IRAs
• SIMPLE IRAs
• 401(k) Plan

Presenters: 

Clayton Janson, CFP®, AIF® CERTIFIED FINANCIAL PLANNER™ professional, Phocus Financial

Paul K. Batt, AIF®, CPFA, CFS, Qualified Plan Specialist, Phocus Retirement Services

Cancellations: the cost of the CLE will be credited to your MCBA account if the CLE is canceled in one of the two manners listed below:

 1) MCBA cancels or postpones the CLE or

 2) At least two business days prior to the program, MCBA receives your cancellation, in writing, via email at (cle@maricopabar.org). Please note a $25.00 administrative fee applies. 

If you registered and paid, but could not attend, you may request that materials be sent to you, free of charge.