Do you own a business in New York State?

If you have 10+ employees and don't currently offer a retirement plan, July 15th is an important date.

And the part that concerns me isn't the deadline itself.

It's what most business owners do when a deadline gets close.

They rush.

They choose the first option that seems simple.

They check the box and move on.

Unfortunately, that's exactly how many owners end up locking themselves into a decision they later regret.

Because this isn't really a compliance issue.

It's a financial decision.

The retirement plan you choose today could affect:

• How much you can contribute as an owner

• Your future tax strategy

• Employee retention

• Your ability to build wealth over the long term

And once a plan is in place, changing course isn't always simple.

That's why we've put together a short educational session:

The NY 401(k) Mandate: What They're Not Telling Business Owners

In this webinar, we'll cover:

✓ The three paths available to New York employers

✓ The hidden tradeoffs most advisors never discuss

✓ Why the "easy" option isn't always the smartest option

✓ How some owners are using this mandate to create significant tax advantages

There is nothing to buy.

No sales pitch.

Just practical information designed to help you make an informed decision before the July 15th deadline arrives.

Because when it comes to your business and your future...

Checking the box and getting it done isn't always the same thing as getting it right.

Reserve your spot here!

Warmest Regards,
Your DPO Team

P.S. Most business owners spend more time researching a piece of equipment than they do evaluating a retirement plan decision that could impact them for decades. Don't let urgency force you into a choice you'll wish you had spent more time understanding.