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

Guideline Inc.
Senior Manager, Retirement Consulting

(888) 228-3491

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Nicolle Willson, JD, CFP, C(k)P is the Director of Retirement Consulting at Guideline. Formerly an attorney who graduated from the UCLA School of Law focusing on retirement and estate planning, Nicolle found her passion for helping individuals achieve their retirement goals. She now translates her 10+ years of financial and wealth management experience into helping small business owners create the perfect 401(k) plans for themselves and their employees.

About Us:

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

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     
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