FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
Book an Appointment
FREE Webinar

FREE Webinar

When: Thursday, June 5, 2025

10:00 am - 10:30 am

Where: Online

Why attend?

As a small business owner, your financial future depends on more than just hard work — it requires strategy. This webinar will walk you through essential retirement planning strategies specifically tailored to the unique challenges and opportunities you face as a business owner.

Whether you’re just starting to think about life after business or you’re actively planning your exit, you’ll learn:

  • How to turn your business into a retirement asset
  • Tax-efficient ways to save and invest
  • Strategies for balancing personal and business finances
  • What most owners overlook — and how to avoid costly mistakes

Join us and take the first step toward a secure, confident retirement — on your terms.

Our Speaker

Our Speaker

Mathew Kaplan is a licensed investment advisor and with Myriad Capital, a boutique wealth management firm serving business owners and high-net-worth individuals in Florida. Mathew specializes in helping small business owners turn years of hard work into lasting wealth through tax-smart retirement strategies, business exit planning, and personal financial coaching.

His approach combines practical financial expertise with real-world business insight — helping clients protect their assets, reduce taxes, and retire with confidence. Mathew is a frequent speaker at industry conventions and community seminars and is known for breaking down complex financial topics into clear, actionable guidance.

When he’s not advising clients, Mathew leads educational programs through his sister company, MattKapital, where he helps architects and creative professionals build profitable businesses.

What We'll Cover

This free webinar is packed with practical strategies and expert insights designed specifically for small business owners planning for retirement. You’ll learn:

  • How to Turn Your Business Into a Retirement Asset: Learn exit planning strategies to maximize the value of your business when it’s time to step away.
  • Tax-Efficient Retirement Savings Options: Compare SEP IRAs, Solo 401(k)s, Cash Balance Plans, and other tools to lower your tax bill while saving more.
  • Balancing Business and Personal Finances: Discover how to separate your business from your personal wealth and create a sustainable financial future.
  • Protecting What You’ve Built: Explore ways to safeguard your assets and legacy through insurance, legal structures, and estate planning.
  • Common Mistakes Business Owners Make — and How to Avoid Them: Get ahead of pitfalls that derail retirement plans, from poor timing to underestimating cash flow needs.

By the end of the session, you’ll walk away with clear next steps, smarter strategies, and a renewed confidence in your financial future.

Register Now

Have a Question?

Thank you!
Oops!