Beyond 401(K): Retirement Saving for Business Owners
Time & Location
About the Event
When it comes to making money moves, saving for retirement should be near top of your priority list. SoFi CFP® and Manager of Financial Planning Brian Walsh will share his best strategies on how entrepreneurs can set themselves up for financial success while managing their business and their own personal finances.About Our Presenter
Brian leads the financial planning efforts at SoFi. As a self-proclaimed financial-planning nerd, he leverages research, member feedback, and past experience to deliver advice that is both meaningful and practical. He is currently a student in Kansas State University's Personal Financial Planning PhD program, and is a CERTIFIED FINANCIAL PLANNER™ Professional. Brian also has his Chartered Life Underwriter® (CLU) and Chartered Advisor for Senior Living (CASL) designations and Masters in Financial Services from the American College. Prior to joining SoFi, Brian was the director of financial planning solutions at TIAA and was responsible for the planning approach used to deliver over 100,000 financial plans per year to clients.