About this event
What you’ll learn:
- Key retirement plan mandates and compliance deadlines—and what happens if you miss them
- How to choose the right retirement plan (beyond just the easiest or default option)
- Where business owners are unknowingly overpaying in plans, fees, and financial strategies
- How to reduce inefficiencies and improve tax and cost control inside your business
- Best practices for reviewing and “pressure-testing” your insurance, retirement, and advisory relationships
- Important updates on state-level regulatory changes that may impact future insurance costs
Takeaway:
- Walk away with a clearer, more practical understanding of how to stay compliant, control costs, and make more strategic financial decisions in an increasingly regulated environment.
Hosted by
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External speaker
Nicholle Overkamp CEO + Founder @ Wilcox Financial Group, LLCE
Nicholle Overkamp is an award-winning financial advisor, business coach, and Founder & CEO of Wilcox Financial Group and PowHERhouse Money Coaching. She works with high-achieving women and entrepreneurs who are ready to stop playing small and lead with their money. With over a decade of experience, Nicholle blends financial strategy, entrepreneurship, and leadership coaching to help clients grow wealth and build businesses that support their lives. Known for her no-fluff approach, she simplifies complexity and drives confident decision-making. Nicholle is a #1 best-selling author, sought-after speaker, podcast host, and a passionate advocate for women stepping fully into financial power and independence.
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Team member
Jessica Loomis CEO @ Infinity Insurance PartnersT
Infinity Insurance Partners
Infinity Insurance Partners is a client focused Insurance Brokerage based in Phoenix, Arizona. Our purpose is to support our client by providing a consultative approach to our client’s insurance exposure. To go beyond our customers’ expectations; whether it is Commercial or Personal Insurance.
