Bimonthly Meeting | November 2020

Bimonthly Membership Meeting

When: Wednesday, November 18, 2020, 8:00 am - 9:15 am
Location: Zoom (link to be sent upon registration)

This meeting is FREE to MEMBERS

• Speakers: Holly Danziger

• Topic: The Qualified Retirement Plan as a Tax Planning Tool for Business Owners

• Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
• To receive MCLE credit, please supply your ARDC number
• For CFP credit please provide your CFP ID
• 1 CEU credit approved

Meeting Description:

The presentation will overview how plans can be structured to allow business owners to put away significant pre-tax money on an annual basis that grows tax deferred and is creditor protected.  We will also touch on the new SECURE Act and CARES Act and the impact on retirement plans.

Specifically:

•   Small business plan options
•   Which option is right for which business
•   When to consider a Defined Benefit Plan or Cash Balance Plan
•   Plan Examples
•   News with SECURE Act and CARES Act
•   Q & A

Speaker Bio:

Holly Danziger joined Karel-Gordon & Associates as a Pension Consultant in early 2011. Throughout Holly’s career in the retirement planning business she has worked with Broker Dealers, Financial Advisors, CPA’s and Attorneys as they help their clients find the appropriate solutions to meet their goals. She works directly with business owners and their advisors to create and maintain a Qualified Retirement Plan tailored to their specific tax and retirement planning needs.

Prior to joining the firm, Holly worked as the Director of National Accounts for Priority Capital Group. In this role, she had responsibility for building and maintaining relationships between the firm and its’ broker/dealer partners. Prior to that role, Holly spent 13 years with Van Kampen Investments, most recently as Executive Director, National Accounts in their Independent Financial Advisor Channel.
Holly earned her Bachelor’s Degree in Finance from the University of Iowa. A Registered Corporate Coach, Holly is working toward the Qualified Plan Financial Consultant Program (QPFC) designation of ASPPA. She lives in the northern suburbs of Chicago with her husband and two children.

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