Get the retirement planning insights no one discusses with business owners - until it's too late .
What' s inside?
I'm so glad you asked.
As a business owner, you're doing "all the things" to grow your business. But when it comes to retirement planning, you might not realize there are costly missteps that you can avoid.
When you download the checklist "10 Retirement Planning Must-Knows for Business Owners" you'll become more aware of important topics such as:
- Paying yourself first
- Succession planning
- Self-Employment Tax and Retirement Analysis (SETERA)
And much more!
Download your checklist today and start making decisions to help you retire more comfortably.
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What my students are saying
Satisfied clients are what make my job so rewarding!
Candace Galiffa - President, NewWay Accounting
It was so refreshing to work with Laurie! There was never a moment of condescending comments or suggestions.
She took the time to understand my financial goals and then we spent our Power Hour discussing specific, actionable steps to meet those objectives.
It is such a relief and comfort to know that I am now confident in my financial plan moving forward.
Don't Delay.
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Disclaimer: This checklist was created for informational and educational purposes only. Nothing in this guide should be considered tax, investment, or legal adivce. Please consult with your financial professional for information specific to your situation.
