Unlock Tax-Smart Retirement Strategies for Small Business Owners

Keep more profit, accelerate retirement savings, and build a plan that scales with your business.

Hosted by: Fuest & Klein: A Farther advisory team bringing deep pension and retirement plan expertise to entrepreneurs and professionals. We provide this seminar to show small business owners how to keep more profit and accelerate retirement savings using powerful pension strategies you may not know exist.

SEE MORE BELOW
DATE: 
Tuesday, October 14
Time: 
5:30 - 7:30 p.m.
Location: 
The Katy Gardens
ADDRESS: 
1040 Schlipf Road
,
Katy
,
TX
Choose the session that fits your schedule. Act now, attendance is limited per session. 
IN-PERSON EVENT
Date:
Tuesday, October 14
time:
5:30 - 7:30 p.m.
Location:
The Katy Gardens
1040 Schlipf Road
> Reserve event
IN-PERSON EVENT
Date:
Tuesday, December 9
time:
5:30 - 7:30 p.m.
Location:
The Katy Gardens
1040 Schlipf Road
> Reserve event

Key takeaways — what you’ll learn

  • Real-world examples — how these structures reduce taxable income and increase retirement savings in practice.
  • Massive tax deductions — how high-income owners can contribute $100K–$300K+ annually (depending on age and income) and deduct it from business income.
  • Plan options that outperform 401(k)s — when traditional pension plans or cash-balance designs make sense and how they work.
  • Asset location & tax deferral — techniques to defer taxes on contributions and investment growth so money compounds tax-efficiently.
  • Design for teams — hybrid approaches (e.g., cash-balance + 401(k)) that work when you have employees.

How It Works — And What You’ll Learn at the Seminar

Most retirement plans limit what you can save. Pension Plans don’t. At the seminar, we’ll walk you through:

Traditional Plans: How fixed retirement benefits allow massive contributions ($100K–$350K/year depending on age and income). Perfect for older owners who want to catch up with retirement savings quickly.

Cash Balance Plans: How this hybrid approach blends pension benefits with 401(k)-style flexibility—ideal if you have employees. Contribute up to $150K–$200K annually with tax-deferred growth.

The Tax Win: How contributions reduce your taxable income, often saving thousands in federal and state taxes every year.

Who Should Attend?

This seminar is ideal for:

Small business owners, consultants, and professionals (doctors, lawyers, CPAs) with high incomes.
Business owners over 40 who want to catch up on retirement savings quickly.
Companies with 1–50 employees that want to design tax-smart benefits.

Why Fuest & Klein?

Sculpting wealth

We don’t just manage wealth — we sculpt it. With decades of expertise, we design plans that align with your business and lifestyle, all while keeping the IRS at bay. Our approach combines the elegance of a fountain pen with the precision of a laser.

Take Control of Your Taxes Today

Ready to keep more of your profits and build a retirement legacy? It's simpler than you think. Fill out our quick form to get a personalized tax savings estimate. No jargon, no fluff—just results.

Your financial present and future, all in one place

Our proactive technology integrates every facet of your financial world: investments, properties, insurance, and more. Connect your financial life with trusted CPAs and attorneys, all within a single platform where everything just works.

Register

Featured Speaker

Robert Fuest

Senior Vice President, Wealth Advisor

Meet the presenter

Robert Fuest

Senior Vice President, Wealth Advisor (Fuest & Klein)
Robert leads Fuest & Klein’s work building tailored retirement and pension solutions for entrepreneurs and high-earning professionals. He’ll walk through both the math and the practical implementation steps you can take immediately.

Reserve today

Attendance is limited per session; teams and guests are welcome. After you submit your registration, you’ll receive the event details. You will also receive a follow-up offer for a complimentary personalized tax-savings estimate. 

Questions? Contact Robert Fuest at r.fuest@fuestklein.com