Event Type : Speaker Series

Participants will learn the similarities and differences between common retirement plans (401k, Solo(k), SEP IRA, SIMPLE).

Additionally, participants will understand which plan applies to which type of business formation (Sole Prop, S-corps, Partnerships). Lastly, advisor will present real-world scenarios to illustrate how each plan works within its perspective type of business entity and how they build wealth while reducing taxes.

Participants will leave this webinar with a better understanding of retirement plan characteristics, tax rules, and how to assess if a plan is a good fit for both their business & personal retirement goals.

Bio:

Gerardo Garcia is a fiduciary wealth advisor specializing in personal financial planning for high-income families, specifically business owners and executives building wealth for the first time. He has over eight years of experience in the financial industry and launched his own Registered Investment Advisory (RIA) two years ago.

Gerardo holds an MBA with a concentration in Financial Management, is a CERTIFIED FINANCIAL PLANNER® professional, and maintains a Series 65 license. Throughout his career, he has focused on providing objective, client-centered strategies to help families navigate complex financial landscapes.

Participants will learn the similarities and differences between common retirement plans (401k, Solo(k), SEP IRA, SIMPLE).

Additionally, participants will understand which plan applies to which type of business formation (Sole Prop, S-corps, Partnerships). Lastly, advisor will present real-world scenarios to illustrate how each plan works within its perspective type of business entity and how they build wealth while reducing taxes.

Participants will leave this webinar with a better understanding of retirement plan characteristics, tax rules, and how to assess if a plan is a good fit for both their business & personal retirement goals.

Bio:

Gerardo Garcia is a fiduciary wealth advisor specializing in personal financial planning for high-income families, specifically business owners and executives building wealth for the first time. He has over eight years of experience in the financial industry and launched his own Registered Investment Advisory (RIA) two years ago.

Gerardo holds an MBA with a concentration in Financial Management, is a CERTIFIED FINANCIAL PLANNER® professional, and maintains a Series 65 license. Throughout his career, he has focused on providing objective, client-centered strategies to help families navigate complex financial landscapes.