AIA Northern Virginia
Investment and Retirement Strategies for Architecture Firms
July 12

At the Chapter House, 1101 Duke Street, Alexandria, VA 22314.

This course is designed to help architects, especially those working at small firms, construct a sound financial foundation of long-term investment strategies that can be utilized to enhance their ability for retirement success. Participants will examine benefits of various retirement investment vehicles for business owners, such as SEPs vs 401(k)s, profit sharing plans and cash balance plans, and examine the ways each plan can help to reduce taxes. Attendees will explore the basic fiduciary duties, responsibilities, and potential risks when offering retirement plans to employees and ways to increase participation and financial wellness.

Presented by David R. Kuzma, CPFA, AIF, with McLean Wealth Partners

Organized by the Small Firms Committee.

1.5 LU. $10 for AIA members; $20 for non-members.

Learning Objectives:
• Understand the Retirement Equation and optimization strategies firms can implement to better prepare their staff for retirement.
• Review fiduciary duties, responsibilities, and potential risks associated with offering corporate retirement plans.
• Discuss the role of corporate retirement plans and the options that are available to any size architectural firm.
• Explore optimization strategies to increase retirement readiness and potentially reduce taxes.