Unlock the potential of retirement funds in business financing. This presentation provides a comprehensive understanding of how CPAs can guide their clients to wisely utilize retirement funds for business acquisition and growth. This course will discuss both the 1st generation ROBS (Roll Over for Business Start Up) and the often preferred 2nd generation RAP (Roth/Rainmaker Advantage Plan - Roth Version of the ROBS). Explore key strategies, common pitfalls to avoid, and best practices to ensure compliance and maximize benefits. It's an essential course for CPAs seeking to broaden their skills and offer their clients innovative financing solutions.
Learning Objectives:
Benetrends Financial
Vice President Strategic Development
[email protected]
(267) 638-9010
Larry is a former award-winning entrepreneur, franchise, and finance expert. He is an Industry pioneer and subject matter expert in using retirement funds tax, penalty and debt free to start or acquire a business since the 1990s.
Benetrends Financial
Senior Funding Consultant
[email protected]
(267) 638-9275
Jen Wherrell is a Senior Funding Consultant at Benetrends, bringing over 15 years of experience in helping entrepreneurs and franchisees secure the financial solutions they need to grow their businesses. With a keen understanding of funding strategies, Jen excels in guiding clients through Benetrends’ 401(k) rollover plans, SBA loans, and other specialized funding options. Known for her commitment to providing tailored financial advice, she ensures that each client is equipped with the tools and resources necessary for long-term success.