Live Webinar

Tuesday, April 7, 2026 | 3:00 P.M. ET

Independent contractors and sole proprietors have powerful opportunities to reduce taxes and build wealth — but only with the right structure and strategy in place.

In this webinar, we’ll walk through key decisions around business entity selection, retirement plan options, and financial planning considerations tailored to the self‑employed. You’ll leave with clear, practical guidance you can apply right away.

Ideal For Those Who Are:

• Sole proprietors running a profitable business.

• Trying to balance saving on taxes with saving for retirement.

• Currently using, or considering, a SEP IRA, solo 401(k), or cash balance plan.

• Looking to align their business strategy with their personal financial plan.

Register

This Webinar Will Cover:

• A breakdown of when an LLC versus an S-Corp makes sense, including the tax implications and possible drawbacks.
• Retirement plan options available to the self-employed, including SEP-IRAs, solo 401(k)s, and cash balance plans with a deep dive into contribution limits, costs, and how to determine the best fit based on your personal situation.
• The importance of comprehensive financial planning and how coordinating your advisor, CPA, and attorney can help you make smarter, more proactive financial decisions.