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Smarter 401(k) Moves to Strengthen Your Bottom Line

Join us on January 27th from 2:00-3:00pm for an online seminar on navigating the world of 401(k) plans as a business owner, moderated by Daliah Saper. The discussion will feature “Forensic 401(k) Consultant”, Paul Sippil. Paul is a registered investment advisor that has specialized in providing advice to small and mid-sized business owners and employees regarding their 401(k) and profit-sharing plans for the past 15 years.  He helps evaluate plans in the areas of cost, service, technology, and participant education, which is especially valuable because many service providers are not sufficiently transparent and very few financial advisors have specific and deep expertise in the retirement plan industry. 

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Presented by Saper Law

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January 24

Entity Selection and Formation

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January 28

Access to Capital Direct Lending Program Information Session