This week, Adam D. Koós, CFP®, CMT® joins forces with Jesse Rowe, CPA, Judd Depew, and Trent Dunlap to bring 80 years of experience in the Retirement Plan arena to discuss:

1. The recent changes that have been made in the 401k world,

2. Mistakes that many business owners make when it comes to designing their plan,

3. Tips on how to avoid potential pitfalls when anticipating an audit, and

4. How to SIMPLIFY your plan so that you can spend more time on your business!

If you would like to reach out to any of the professionals in this episode, please see their contact info below:

Jesse Rowe, CPA
Partner (Plante Moran)
Jesse.Rowe@PlanteMoran.com

Trent Dunlap
Vice President (HR Butler)
TDunlap@HRbutler.com

Judd Depew
President (Pension Design Group)
Judd@PensionDesignGroup.com

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Libertas Wealth Management Group, Inc.
5003 Horizons Drive, Suite 200
Columbus, OH 43220
info@LibertasWealth.com
(614) 543-1350
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Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.

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The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans)….(read more)

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