Many retirement plan specialist advisers spend the bulk of their time working on 401(k) plans, and potentially on 403(b)s and defined benefit (DB) pensions. However, such solutions are often best suited for mid- and large-sized employers, and, thus, it can be challenging for advisers to profitably and efficiently serve small business clients and sole proprietorships. This is where simplified employee pensions (SEPs) and savings incentive match plans for employees (SIMPLEs) come into play.
This hourlong editorial-driven webinar will feature a panel of micro-market experts addressing the related topics of efficiently and profitably serving this end of the retirement planning market. We will cover the basics of SEPs, SIMPLEs and other savings arrangement, before exploring the many opportunities this client segment affords.
David Flores Wilson
Managing Partner for Sincerus Advisory and Writer/Editor for Planning to Wealth
David Flores Wilson helps professionals and business owners in New York City achieve financial freedom. Named to Investopedia’s 100 Top Financial Advisors in 2019 and 2020 and to the WealthManagement.com 2019 Thrive list of fastest-growing advisors, he is a Managing Partner for Sincerus Advisory and Writer/Editor for Planning to Wealth.
Wilson’s financial guidance has appeared on Yahoo!Finance, the New York Times, MSN News, CNBC and InvestmentNews. A graduate of University of California, Berkeley, he holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), Certified College Financial Consultant (CCFC), and Certified Divorce Financial Analyst (CDFA®) designations. David represented Guam in the 1996 Atlanta Olympic Games and sits on the Board of the Lower East Side Girls Club. He enjoys traveling, reading, Brazilian Jiu-jitsu, yoga, and snowboarding.
Partner, Blue Zone Wealth Advisors
Josh Sailar started his career in wealth management 7 years ago where his focus was on tax planning and investment advisory. Josh is a firm believer in client awareness and takes a consultative approach to wealth management. Josh knows that value can be created in myriad of ways if you know where to look. By combining a deep understanding of the client’s financial life, their needs and the planning opportunities available in the marketplace, Josh and the team and Blue Zone redefine what wealth management means by bringing a true family office offering.
At Blue Zone, Josh specializes in constructing and managing customized advanced plans for business owners, executives and large families. His area of expertise includes liquidity planning, equity incentive plans and tax management.