Webinar Replay
Summary
An educational seminar focused on financial literacy for business owners co-hosted by Sierra Pacific Financial Advisors of Pleasanton, CA, and Nicholas Pension Consultants of Rancho Cordova. In this webinar, Kirk Chan of Sierra Pacific and Adam Zuro of Nicholas Pension discuss various plan types, contribution limits, and 2025 tax laws.
Multiple ways business owners can enhance their company's retirement plans to boost retirement savings, minimize costs, and comply with the CalSavers amendment.
Sierra Pacific Financial Advisors is a fee-only fiduciary registered investment advisor (RIA) in Pleasanton, CA specializing in wealth and tax planning for business owners and highly concentrated stock portfolios. Together we help business owners make informed financial decisions.
Nicholas Pension Consultants are Third Party Administrators (TPA) specializing in setting up and maintaining active retirement plans for high-earning businesses, especially from a tax perspective.
Speakers:
Kirk Chan
Sierra Pacific Financial Advisors
https://www.sierrapacificpw.com/
Phone - (925)223-8868
Email - info@sierrapfa.com
Adam Zuro
Nicholas Pension Consultants
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