Retirement Planning for Small Businesses: CPE Seminar for Tax Professionals

Mark your calendar for an exclusive CPE event tailored for CPAs and Tax Professionals!

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 Country Club 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.

Limited seats—reserve yours now!

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 on the State of Retirement Plans in 2025

10:00 AM: Seminar concludes

11:00 AM: Optional | Round of Golf (limited availability)

CPE Credit:  earn 20 CPE credits

Cost: Complimentary (includes breakfast; golf limited to 12 players).

All attendees must be registered.

Featured Speakers

Steve Scott, CEO & Founder of Retirement Solution Group and RSG Advisory, is a Certified Plan Fiduciary Advisor and an Accredited Investment Fiduciary®. Steve’s thought leadership is evident in his contributions to industry publications and his active engagement with clients, where he shares insights on fiduciary best practices, participant outcomes, and emerging trends in retirement planning.

Dan Zibaitis, Regional Vice President of John Hancock Retirement is delivering the continuing education course.  With over 20 years of proven experience in this industry, he has a track record of achievement and a drive to succeed. Dan’s dedication and commitment to others makes him a valuable and reliable partner.

Alan Valença, CFP®, CIMA®, RMA® is Vice President – Regional Sales Consultant at T. Rowe Price.  He will be sharing his extensive experience in the DC industry, tapping into his expertise in business development, managing sales processes and providing insights into DC industry trends.

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