Retirement Planning for Small Businesses: CPE Seminar for Tax Professionals

Mark your calendar for an exclusive CPE event tailored for CPAs!

Elevate your small business advisory skills at Retirement Planning for Small Businesses: CPE Seminar for Tax Professionals! Join us on June 4, 2025, at Wentworth by the Sea Golf Course Clubhouse in Rye, NH, for a morning of education, networking, and golf.

Why Attend?

• Master SECURE 2.0 tax credits (up to $5,000/year) and plan options (SEP-IRA, 401(k))
• Prepare for the QBI deduction expiration in 2025.
• Connect with local CPAs and industry leaders.

Agenda:

• 8:30 AM: Networking over coffee/breakfast
• 8:45 AM: 1-hour CPE presentation on small business retirement plans
• 9:45 AM: Interactive Q&A and Fireside chat with John Hancock, RSG Advisory (15 min.)
• *Optional Add-on* - 11:00 AM: Golf at Wentworth by the Sea (limited availability)

CPE Credit: 20 credits, 1 hour in person + online

Cost: Complimentary (includes breakfast; golf-limited)

Limited seats—reserve yours now!

Also check out other Sports events in Rye, Workshops in Rye.