(6149) Practical and Tactical Strategies for Financial Planning

Friday, October 6, 2023

10:00 AM – 11:00 AM ET

Location: S319

CE: 1

Audience: D, T

Speaker(s)

Stephen B. Dunbar, III, JD, CLU

Executive Vice President
Equitable Advisors
Atlanta, Georgia, United States

Co-Presenter(s)

Santo LoPorto, Registered Rep, Licensed insurance agent and Series 6, 26, and 63 registered rep (he/him/his)

Mr. Santo LoPorto, Registered Rep, Equitable Advisors
Equitable Advisors
Hightstown, New Jersey, United States

Disclosure(s):

Stephen B. Dunbar, JD, CLU, III: No financial relationships to disclose

Santo LoPorto, Financial Profession, Licensed insurance agent and Series 6, 26, and 63 registered rep: No financial relationships to disclose

This Presentation looks to answer these six questions:
• How can I maximize my PPP loan forgiveness?
• How can I maximize the 199A Qualified Business Income Deduction (QBID) for my practice?
• How can I keep more of what I earn as a practice owner?
• How can I limit liability related to my practice’s retirement plan?
• How can I take better care of key employees?
• How do I create a better, more productive workforce?

Learning Objectives:

Use retirement plans to achieve practice goals
Understand key provisions of SECURE Acts 1.0 and 2.0 affecting retirement plans
Learn the elements of a plan governance process
Identify popular executive compensation arrangements
Consider financial wellness programs for employees