Planning for Retirement as a Business Owner

Planning for Retirement as a Business Owner

Date: April 25th, 2024

Time: 1:00pm Eastern

Location: Virtual


Navigating the path to retirement can be complex for business owners and often seems much easier for folks who have a traditional 9-5 career. However, to ensure you’re not working forever, setting up a retirement plan as early as possible as a business owner is critical — and it can be done.

In this Lunch & Learn, financial professionals will share how you can start saving for retirement as a business owner today.

About Our Speakers

Misty Lynch, CFP® is a personal finance expert and the Owner and CEO of Sound View Financial Advisors, LLC. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of the DEMYSTIFYING MONEY book and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero, and many others.

Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow “because sometimes you need life advice, not just financial advice.”

When she isn’t working, you can find her reading mysteries, skiing on the East Coast, or coaching her kids’ basketball and field hockey teams.

Nicky Morong is a Certified Financial Planner®, author, coach, and entrepreneur. In over a decade as a financial planner she has helped thousands of clients and students use their money to live and achieve their ideal lives. Her program, Profit 2 Wealth teaches entrepreneurs how to maximize personal profit from their businesses and leverage those dollars into more lifestyle, passive income, and generational wealth. And she walks her talk. One of her most significant personal financial achievements is retiring her husband from a career in teaching so he could explore entrepreneurship and their family could chase the sunshine, moving cross country to San Diego in pursuit of their best lives.

Brendon Elliot has been in financial services for over 14 years. In 2013 Brendon was made a Partner in the Boston General Office of New York Life. In 2017 he founded Cornerstone Financial Group, LLC to provide more extensive and personal service. Here, he still maintains an agency relationship with New York Life and the Boston General Office but is not exclusively restricted to New York Life and their products.

Brendon takes a fully integrated, pro-active approach to financial planning, custom to each individual client’s needs. His focus is working with individuals, small businesses, young families, and retirees/pre-retirees, while also providing options for wealth protection.

Brendon is currently insurance licensed in sixteen states and holds twelve state securities licenses. Cornerstone’s main office is located in the heart of historic, downtown Plymouth, MA convenient to Routes 3 and 44.



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