Join North American as author, economist, and industry-icon Tom Hegna shares seven simple steps to a happy retirement in “Don’t Worry, Retire Happy!” Whether your clients are just starting or have built significant savings, this presentation highlights strategies to help maximize retirement income with minimal risk.

The qualified business income (QBI) deduction may be extended in the current administration. Small business owners should maximize this opportunity while preparing for future changes. Join us as we discuss ways to capitalize on the current QBI deduction through executive bonus, split dollar and key person strategies.