Instructors Directory > Guideline Inc.
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Guideline Inc.
(888) 228-3491
www.guideline.com

Trusted by over 50,000 businesses and 1 million savers, Guideline offers low-cost, modern 401(k)s you and your team will love. With Guideline Pro, accountants can access tools, support, and perks — and it’s free to join.

Archived Webinars

CALIFORNIA'S RETIREMENT MANDATE: A COMPREHENSIVE GUIDE TO PREPARE CLIENTS
Recorded Date February 13, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner     
401(k) BASICS IN THE NEW RETIREMENT LANDSCAPE
Recorded Date March 1, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Small Business Owner     
THE ADVANTAGES OF SAFE HARBOR 401(K) PLANS FOR SMBs
Recorded Date August 10, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner     
401(k) AND TAX BENEFITS FOR SMBs
Recorded Date April 27, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner     
STATE-MANDATED RETIREMENT PROGRAMS: HOW TO STAY COMPLIANT
Recorded Date April 14, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner     
PRIVATE SECTOR 401(k) VS. STATE-SPONSORED IRA: A GUIDE FOR ACCOUNTANTS
Recorded Date December 8, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner     
RETIREMENT PLANS AS TAX SAVINGS FOR SMBs
Recorded Date May 19, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, Other     
401(k) OR SEP IRA? THAT IS THE QUESTION! A COMPREHENSIVE GUIDE FOR ACCOUNTANTS
Recorded Date March 31, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner     
Linkedin
Jeff Rosenberger

Guideline Inc.
Chief Operating Officer
jeff@guideline.com
(888) 228-3491

Professional Bio.

Linkedin
Nicolle Willson, JD, CFP, C(k)P

Guideline Inc.
Senior Manager, Retirement Consulting
(888) 228-3491

Professional Bio.