Retirement planning isn’t just for corporate employees. If you’re self-employed or run a small business, your long-term financial security depends on the decisions you make today.
Too many entrepreneurs delay retirement planning, assuming they’ll figure it out later. But the truth is, later comes fast, and waiting could cost you thousands in missed savings, tax advantages, and peace of mind.
This FREE workshop is here to change that. You’ll learn what options are available to you, how to choose the right plan based on your business structure and goals, and how to start protecting your future without needing a finance degree.
What You’ll Learn:
✅ The most common retirement plan options for business owners: SEP IRA, SIMPLE IRA, Solo 401(k), and more
✅ The difference between Traditional and Roth accounts—and how to know which fits your situation
✅ Contribution limits, early withdrawal penalties, and how to avoid common mistakes
✅ Why retirement planning is essential, even if you plan to sell your business someday
✅ How retirement accounts can benefit you now, from tax savings to creditworthiness
Meet Your Expert Speaker
This session is led by Micah Lawson, AIF®, Partner and Director of Client Service for Retirement Plans at Creative Planning, one of the nation’s leading wealth management firms. With nearly a decade of experience specializing in retirement plan consulting and financial advising, Micah works directly with individuals and business owners to design and implement strategies that support long-term financial success. His expertise in investment management, tax planning, and retirement solutions makes him the perfect guide to help you navigate your options and build a plan that works for your business and your future.
Many business owners focus so much on growing their business that they forget to plan for what comes next. But retirement doesn’t just “work itself out,” especially when you don’t have a traditional employer doing it for you.
This workshop will give you straightforward guidance on what to consider, which options to explore, and how to take action that aligns with your goals and your business.
