Getting your Solo 401(k) Started - Learn how now!

The Solo 401(k) is one of the most powerful Self-Directed IRA Accounts investors can use to self-direct.

Small business owners must know how it works, who qualifies and how to get the plan in place. 

Join us as we talk with Tax Attorney Mary Giganti with Waldheger Coyne.  Her expertise with ERISA law and in creating plan documents for Solo 401(k) plans is extensive.

In this webinar, we will provide you with the clarity you need to take the next step and establish your plan.

CLAIM YOUR SPOT NOW

Presented by:

Jill Banner

Founder and CEO @iPlanGroup

Meet Jill Banner. With more than 20 years of leadership experience in the financial services industry, Jill founded iPlanGroup in 2012 based on the simple idea that investors deserve to manage their hard-earned wealth their way. She’s a nationally recognized speaker and authority on Self-Directed IRAs and non-traditional investments.


Mary J. Giganti

Tax Attorney at Waldheger Coyne

Mary practices in employee benefits, ESOPs, business tax law, business succession planning, and estate planning areas.

Mary represents closely-held businesses in all aspects of sophisticated qualified and nonqualified retirement plans, including the design and implementation of such plans, navigating the various IRS and Department of Labor (DOL) voluntary correction programs to maintain such plans in accordance with the laws, and winding up and terminating such plans.



REGISTER for FREE NOW!

November
11
  • 12:00 pm Eastern
  • 11:00 am Central
  • 10:00 am Mountain
  • 9:00 am Pacific

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