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Retirement Planning for Small Business Owners
The webinar was hosted on Tue, November 15, 2022, 3:00PM – 4:00PMEST and 7 people attended.
About this event
Let’s talk in-depth about different types of retirement plans available to small business owners to help you choose the best one for your business.
Retirement plans for your business not only help to set you up for comfortable retirement after decades of hard work, they also have other benefits as well. They can be a great tool to help you save on taxes over your lifetime and to help retain talent.
With the plethora of retirement plan options available, it can be confusing for business owners to navigate and see what their best options will be. There’s not really a one-size-fits-all choice that’s right for every business. Different retirement plans also come with different regulatory requirements and some of them could be relatively costly to set up, so it’s important to understand each option so you can make a well-informed decision.
After the event, e‑comparison charts outlining key considerations for different retirement types would be available upon request.
Lei Deng, CFA, CFP®
Lei is on a mission to help her clients feel in control of their finances and be confident that they’re on the right track to achieving their financial goals. She serves clients all over the US and she’s fluent in English and Chinese
She is a Chartered Financial Analyst as well as a Certified Financial Planner®.
Lei came to the U.S. to pursue her Masters. Since then, Lei has enjoyed a career in investment management before starting her financial planning practice. In her practice, she is specialized in business owner planning and focuses on women and immigrants. She loves to educate clients on the options available to them and uses an empathy-first approach to build trust with her clients.
Lei’s family lives in the suburbs of Saint Louis, Missouri. She and her husband Julio love coming up with fun ways to celebrate her two children’s Asian and Hispanic heritage, mostly through food. She is also a board member of a local nonprofit.
This program is sponsored by the SBA Community Navigator Pilot Program (CNPP). The CNPP program is an initiative funded through President Biden’s American Rescue Plan, to strengthen SBA support for small business and underserved business by connecting them to national, state, and local resources. The USPAACC-SE serves as one of 15 nationwide spokes under USPAACC to assist in this initiative. The Trusted Lawyers a Desai Law Group, P.C. also serves as one of 15 spokes.
The CNPP program was designed to help small businesses, with a focus on those owned by veterans, women, and socially and economically disadvantaged individuals — including in rural and urban communities that had been hit the hardest by the COVID-19 pandemic and severe economic impacts. Through the SBA Community Navigator Pilot Program, the USPAACC-SE offers a host of FREE consultation services, training and resources to small businesses.