Retirement Planning for Business Owners

Recorded On: 08/08/2020

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We will explore the various types of retirement accounts available for business owners, that are S-Corps, LLC’s and Sole Proprietors.  Once identified, we detail the different tax advantages for each of those accounts  and their nuances to consider when there are 2 or even 3 choices available at the same time.  Lastly, we will review the different types of annuities and how to discern if including an annuity is an appropriate piece to consider for your retirement plan. Total CEU 0.1. Product will expire 30 days from registration.

Paula Pass, CFP ChFEBP

CEO and President Paula Pass, CFP® founded Arkagos Advisors + Asset Management, Inc. to help people, not push products. By delivering straightforward financial advice instead of selling investment products, Paula is able to give undivided loyalty to her clients. Her mission is to provide thoughtful, transparent, and goal-oriented financial planning and asset management that put the needs of her clients first.

Paula serves her clients in a fiduciary capacity at all times as she also did during her early years in the financial services industry. As the director of operations for a wealth preservation and distribution firm in Atlanta and a financial advisor with Wells Fargo in the Washington, D.C.-area, Paula built a reputation on her commitment to her clients, the integrity of her service, and the clarity of her information.

Paula's unique philosophy allows her to provide customized counsel to busy women who want effective financial guidance without the hassle of being sold something. Through her association with WISER – Women’s Institute for A Secure Retirement – she is committed to helping all women achieve financial confidence.

Paula received her bachelor's degree in political science with an emphasis on economics from the University of Georgia. She completed her Financial Planning Capstone Course at Georgetown University, School of Continuing Education and gained her Six Sigma certification through Emory University. She is a native of Atlanta, but resides in Alexandria, Va., where she attends North Point Community Church. Paula is an alumna of Chi Omega.

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Retirement Planning for Business Owners Video
Open to view video.  |  60 minutes
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Retirement Planning for Business Owners Quiz
2 Questions  |  2 attempts  |  100/100 points to pass
2 Questions  |  2 attempts  |  100/100 points to pass To receive 0.1 Credit, you must answer both questions correctly. If you do not pass, you will have one more attempt. If both attempts are unsuccessful, you may purchase a quiz retake for $10. You may only purchase one quiz retake. *After passing the quiz, do not forget to view/print your certificate to gain your CEU credit.
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Certificate - Retirement Planning for Business Owners
0.100 CEU Credit credits  |  Certificate available
0.100 CEU Credit credits  |  Certificate available You must click on "VIEW/PRINT YOUR CERTIFICATE" in order for the credit to be posted to your NCRA transcript.
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