Videos and Webinars

Practical and Tactical Actions for Small Business Owners

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

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