Retirement Plans: What You Know, What You Think You Know and What You Really Don’t Want To Know
This is an all-inclusive presentation (Think of those all-inclusive resorts!) that was given to the practice managers at the American Association of Orthopedic Executives in April of 2015. The goal was to reaffirm conventional knowledge, educate on present day plan design and fee disclosure issues, and warn of the terror that an IRS/DOL audit will bring upon your house. This presentation is about one hour and is extremely fast paced, informative, and entertaining.
No charge, no honorarium, no mileage costs. This guest speaker is free to groups in Chicago!
Sanford J. Prizant
President, The Prizant Group, Ltd.
Business SpeakerMarried with three grown-up boys (Elliot-28, Ethan-25, Ben-21), a lovely wife, Juli and two mischievous Labs (Dexter/Blanche). I run my...
View Speaker ProfileMore Free Presentations by Sanford J. Prizant
Making Retirement Plans Work For You
In the secretive world of ERISA (Employees Retirement Income Security Act of 1974), the Federal government allows employers to "Massage" profit sharing/401(k) plans to focus the company tax-deductible...
The Fee Evolution
Over the past 35 years, the 401(k)/403(b) have replaced the traditional pension plans as the main source of retirement income for the populace. Unfortunately, due to the greed...
The Last Tax Shelter Standing
ERISA qualified retirement plans (i.e. Profit Sharing/401(k)/Cash Balance-Defined Benefit) are really the only "IRS Blessed" tax shelters still available to the common person. The Alternative Minimum Tax has...
Free Speakers Chicago is a pro bono speakers bureau. Since 1996, our speakers have given free presentations to Rotary clubs, libraries, schools, and community groups across the Chicago area. Learn more about how it works.