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Morning Networking & CE: What You Need To Know About Small Business Retirement Planning
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2/19/2020
When: Wednesday, February 19, 2020
8:30 - 10:00 A.M.
Where: New York University - Midtown Center
11 West 42nd Street
Room 421
New York, New York  10036
United States
Contact:


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Morning Networking & CE:

 

What You Need To Know About

 

Small Business Retirement 

 

Planning

 

Join us for a light networking breakfast (bagels and coffee will be available) followed by a CFP® CE presentation and Q&A. 

 

  

PRESENTATION DESCRIPTION:

 

In this presentation, we'll discuss what you need to know about small business retirement planning, including 2020 regulatory and tax changes.  We'll tackle what you need to know about the SECURE Act and how you can help your clients by leveraging the SECURE Act with a 401(k) and New Comparability Profit-Sharing Plan, all while minimizing the clients' and your Fiduciary Responsibilities.

 

 

LEARNING OBJECTIVES:

  • Highlights of the SECURE Act
  • Details on the available tax credits
  • Other important provisions of the Act and how to help your clients
  • Why a 401(k) plan may be the better option
  • New Comparability Profit Sharing: a powerful tax strategy
  • Fiduciary responsibilities

 

  

SPEAKER: Rory Stark, Paychex, Inc.

 

For close to 13 years Rory Stark has been working at Paychex with all types of small businesses across the America. Starting out in Paychex Retirement Services in Client and Participant support, he held a number of roles, before moving to the Paychex Insurance Agency to help small businesses with the complexities of Affordable Care Act and the ever increasing cost of offering Employer sponsored health insurance. From there he returned to Paychex Retirement Services as a Sales Representative in NYC and Most recently Rory has taken on a role with Oasis PEO a Paychex company, as a Professional Employer Organization Sales Consultant.

 


Continuing Education Credits:
1.5 CFP® CE credits pending with CFP Board.  Eligible for CPE credit for NY licensed CPAs. CTFA credits are self-reported.

 


Registration Fees:
FPA Member - Free
Non-member - $50
NYU Student - Free (Please contact us at info@fpametrony.org to register.)

CONTACT FPA of Metro NY

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Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017
Email: info@fpametrony.org

Phone: 800-322-4237 ext. 7187

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