Skip Main Navigation
Page Content

Save This Event

Event Saved

Looks like this event has already ended.

Check out upcoming events by this organizer, or organize your very own event.

View upcoming events Create an event

The Solo 401(k) for the Solopreneur - 2019 Seminar Series

The Business Guides | CPAs and Advisors for Business Owners

Tuesday, October 15, 2019 from 5:30 PM to 7:30 PM (PDT)

The Solo 401(k) for the Solopreneur - 2019 Seminar...

Registration Information

Type Remaining End Quantity
Seminar Seat Reservation   more info 20 Registrations Ended Free  

Event Details

As a self-employed business owner, you have several ways to defer some of your income in a tax-advantaged manner. While Individual Retirement Accounts (IRAs) are well-known, they have limitations for those looking to save more than $6,000 per year ($7,000 if you're 50 or older). There are several other alternatives, one of which is the Solo 401(k) -- also known as a Solo-k, Uni-k, One-Participant 401(k), or Individual 401(k),


The Solo 401(k) is a retirement plan that can maximize your savings if you're self-employed or if you're a partner in a business whose only employees are the partners and their spouses. The Solo 401(k) mimics many of the features of a larger employer-sponsored plan at a cost within the reach of most self-employed individuals.

Check with your CPA or tax advisor about whether a Solo 401(k) is a good fit for your business, and learn about it here from the perspective of an investment advisor who once advised large corporations on their 401(k) plans. If you already have a Solo 401(k), we'll discuss how to analyze its features and offerings.


We’ll discuss Traditional and Roth versions of the Solo 401(k), and compare and contrast the Solo 401(k) with the SEP (Simplified Employee Pension) IRA. We’ll also briefly explore the offerings and costs of several well-known Solo 401(k) plan providers.



WHO WILL BENEFIT?


Business owners who have no full-time employees other than the business owner(s) and their spouse(s), and wish to maximize their retirement savings.


The seminar is appropriate both for those wondering about opening a Solo 401(k) and for those wishing to better understand their existing Solo 401(k).


Employers with employees should attend the lunchtime seminar on Wed., Oct. 16, The SIMPLE: A simple matching retirement plan for employers with Stephen Sklar of Edward Jones. 



PRESENTERS:

Presenter Bill Beezley
Bill Beezley, RPA, Investment Advisor & Principal, Olympic Financial Advisors
 ~ Bill is an Investment Advisor Representative with over 15 years of experience in the qualified retirement plan industry, most recently as Vice President of Participant Communications with JP Morgan Retirement Plan Services.

Olympic Financial Advisors LLC logo

Olympic Financial Advisors, LLC is a Registered Investment Advisor in the State of Washington. CRD #283975.



WHAT PAST ATTENDEES HAVE TO SAY ABOUT THIS SEMINAR SERIES:

  • "Well organized and easy to follow. Speakers were knowledgeable and friendly."

  • “Good attention to individual questions, well organized. Presenters engaged, enthusiastic, and clearly well prepared to make core concepts and more advanced materials as accessible as possible.”

  • "The Business Guides offers a huge gift to our community by organizing and hosting these seminars. The class I attended was robust and informative, with relevant examples and engaged attendees who added their personal expertise to the conversation."



FAQs:


How many people from my business may attend?

You may reserve up to two seats when you register. Seating is limited to 30 participants for these free seminars, so we respectfully request that you register a maximum of two people associated with your business, such as yourself and your spouse, or yourself and a key employee. Employees are welcome to attend without the business owner.


Will I get a reminder email about this event?

Yes, at the email you used when registering. You will receive a confirmation email immediately, and a reminder email in the days before the event. Please share with the additional person you registered, if applicable. We recommend you add the event to your calendar.


- Is it necessary to create an Eventbrite account?

Yes, and it's easy to create your free account as part of the registration process. We use Eventbrite online registration software for your convenience and ours.


It's not necessary to LOG IN to register, but in order to verify your registration or make any changes, you will need to log in. If you've forgotten your password, follow the prompts for resetting it.


TIP: Not sure if you have an account with Eventbrite? When you type your email into the Attendee Information form, you'll either see a "Create Password" field appear below it (meaning you don't have an account), or you'll be allowed to register without being asked for your password (meaning your email is already associated with an account).


Can I edit my information after registering?

Yes, you may log onto your Eventbrite account and edit your order information on the Tickets page anytime up until the day of the event. You may update the information on your order (like name, email address, additional attendee, or answers to the organizer's questions), or you may cancel the order to free up your seat (see next FAQ).


What if I can't attend after registering?

If your plans change, and you cannot attend, please let us know as soon as possible so we may offer your seat to someone on the waiting list. You may cancel your order on the Tickets page by logging into Eventbrite (see above FAQ). Or you may contact The Business Guides directly (see next FAQ).


How can I contact the organizer with any questions?

Marketing & Education Coordinator Shelly Randall can be reached at shelly@thebusinessguides.com or by phoning (360) 385-6961, ext. 7.

Have questions about The Solo 401(k) for the Solopreneur - 2019 Seminar Series? Contact The Business Guides | CPAs and Advisors for Business Owners

When & Where


The Business Guides
1005 Lawrence Street
Port Townsend, WA 98368

Tuesday, October 15, 2019 from 5:30 PM to 7:30 PM (PDT)


  Add to my calendar

Organizer

The Business Guides | CPAs and Advisors for Business Owners

We guide business owners to financial freedom.

At The Business Guides, we offer CPA-guided financial services exclusively for small business owners, including tax planning and preparation. We are small business experts, certified to guide owners in all aspects of business from start-up to business sale and retirement.

As part of our commitment to helping small businesses (and their owners) prosper, we offer complimentary business owner education both for our clients and for the public.

Subscribe to our mailing list to be notified as soon as our annual Small Business Seminar Series is announced, so you may register before the free classes fill.

We serve small businesses and their owners in Jefferson County and throughout Washington State. Schedule a complimentary consultation to see if we're a good fit to guide your business by calling (360) 385-6961.

  Contact the Organizer

Interested in hosting your own event?

Join millions of people on Eventbrite.

Please log in or sign up

In order to purchase these tickets in installments, you'll need an Eventbrite account. Log in or sign up for a free account to continue.