Restaurant MasterClass: Shaping the Future of Restaurant Industry Retirement Planning

The SECURE Act has ushered in a wave of transformative changes for businesses, particularly the restaurant industry. How are you embracing these shifts and redefining retirement planning strategies to align with the unique needs and goals of your company?

Discover how your company can not only adapt but excel as GBQ Assurance Senior Manager Kristin Romaker and Oswald Financial Associate Client Executive Tyler Deck discuss recent changes and opportunities to unlock a future-focused retirement plan, including:

• ERISA Basics: Navigate this complex landscape and uncover crucial changes to audit requirements in 2023.
• Secure Act 2.0: Stay ahead with cutting-edge insights and strategic planning for the 2022 plan year and beyond.
• Financial Advantages: Unlock the power of plan provisions best suited for operators.

This webinar qualifies for 1.0 hour of CPE based on Ohio CPE requirements.

Please note our webinar sessions can accommodate a maximum of 250 individuals. Should you experience difficulties accessing the live broadcast, it is likely due to reaching attendee capacity. For your convenience, a recording will be made available on our webinar recording webpage following the presentation.