May 18, 2022
In this webinar, Newport partnered with PAi and Andrew Larson of the Retirement Learning Center to present a free webinar qualifying for one hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications and the CFP® designation. This webinar also qualified for one Professional Development Credits (PDCS) toward SHRM-CP and SHRM-SCP recertification.
Attendees learned how to:
- Determine which retirement plan contributions count towards PPP loan forgiveness.
- Understand the basics of the 199A tax deduction for small businesses.
- Use retirement plans to achieve business goals.
- Learn the elements of a plan governance process.
- Identify popular executive compensation arrangements.
- Consider financial wellness programs for employees