07 May Best Retirement Savings Plans for You Best Retirement Savings Plans for You Thursday, May 7, 2026 (10:00 AM to 12:00 PM) Online Webinar, Online Webinar, California Details You're Registered! DescriptionLocationInstructors We'll get into the facts about SEP-IRAs, SOLO 401(k)s, Roth vs. Traditional IRAs, Backdoor Roths, the Mega-Backdoor, and other tax-advantaged savings opportunities. Figuring out which plans are best for you, whether you're an employee or a self-employed business owner; how to integrate your small business plan with your spouse's workplace plan; maximizing family contributions; and making the most of new tax incentives for small business plans. Online Webinar Online WebinarOnline Webinar, CA 12345 Heather C. Liston Heather C. Liston, Principal at Clarity Financial, is a Certified Financial Planner(TM) and also holds the IRS’s Enrolled Agent (EA) credential, as evidence of her expertise in tax planning. She does financial planning for all of life, and especially enjoys working with: Clients who want to prepare for the financial independence of retirement, whether it’s close at hand or far in the future. Professionals who have equity compensation (RSUs, ISOs, ESPPs, and NQSOs) and other complex employment benefits.Couples who are working together to manage joint resources in new or changing relationships.