About
Schedule CE is a series of educational webinars with the business owner in mind. Short, to the point, and educational; our goal is to provide timely, actionable information that you can use. This month, our topic is the retirement plan deduction.
Agenda
  • Why the Retirement Plan Deduction Exists
  • How Business Owners Get the Best of Both Worlds
  • We Review a Case Study to Show the Effects
  • And How You Can Still Save for 2021!
Presenters
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Patrick Moore, CFP®
Chief Wealth Advisor
Patrick is a fiduciary, a CFP®, and the founder of Ironclad Wealth Management. A lifelong learner, he wants to use every tool at his disposal to guide you on the path to a work-optional lifestyle.
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Christy Macris-Bell
Director of Client Relations & Marketing
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