Skip to main content

Session Details

Retirement Planning for Closely Held Businesses

Dave Obedin — Financial Advisor, Renaissance Financial
Ryan Finke — Financial Advisor, Renaissance Financial
May 14th at 12:00 AM - 12:00 AM, Room: Room 2

1. The retirement plan journey from Simple IRA to 401(k) to Cash Balance Plans

2. Estate planning under the current changing landscape

• Synopsis: We will discuss how to “right-size” a retirement plan for closely held businesses and how retirement plans integrate with the larger financial planning picture.

Back to Schedule List
321.948.8737

May 13-15, 2025