Business Owners:

Do You Feel Like You’ll Never Be Able to Afford to Retire?

Learn Strategies That Allow You The Business Owner To Save More In

Your Personal Retirement Account Without Violating Non-Discrimination Rules

When you started your business, you had high hopes for when and how you would be able to retire.  Now, having survived the last few years, does it seem like you will never be able to afford any retirement, let alone the one you envisioned?

As the business owner it just doesn’t seem fair.  You take all the risks and simply want to see your hard work allow you to achieve the rewards associated with those risks by saving enough money to maintain a comfortable lifestyle in retirement, without the fear of running out of money. But higher taxes and employer obligations, inflation, and more and more regulations make it seem impossible for you to accomplish this goal.

Now more than ever, you need to look out for the interest of you and your family

During this webinar, you will learn how to:

  • Save up to $200,000 and more each year for your retirement.
  • Save tens-of-thousands of dollars in personal income taxes each year.
  • Retain and reward key employees with preferential savings opportunities.
  • Improve your employee’s total compensation package at little or no cost.
  • Accomplish all this without violating frustrating non-discrimination rules.



Rich Arzaga, CFP®, CCIM is a nationally recognized leader and speaker in the areas of personal financial planning for privately-held business owners, wealth management, and business exit planning. His strategies have been featured in numerous prestigious publications. Rich is also an honored instructor at U.C. Berkeley, and is a long-time YPP client.

CA insurance license 0D92796. Rich Arzaga is a registered representative with and securities offered through LPL Financial Member FINRA/SIPC.

Steve Wilner, MBA is the Bay Area Business Advisor for Your People Professionals.  Steve’s broad business background gives him a keen understanding of the challenges faced everyday by business owners and managers.  Throughout his career, Steve has helped hundreds of mid-sized businesses achieve the benefits, while lowering the risks, of being a California employer.