National Retirement Institute Targets Small Business Tax Strategies

Scheduled for September 28–30, 2026, at the Pechanga Resort Casino in Temecula, California, the event aims to bridge the gap between running a company and managing personal assets. While many business owners excel at scaling operations, they often lack formal guidance on asset protection, entity structuring, and passive income generation. The summit intends to fill this void by prioritizing implementation over general networking.

According to Yvette Spillman, CEO of the National Retirement Institute, the core mission is to provide actionable strategies that entrepreneurs can apply immediately. Data from the National Federation of Independent Business highlights that tax burdens consistently rank as a primary concern for small business owners, yet personal wealth planning remains an overlooked discipline. The summit will cover specific topics including tax reduction, organizational structures, and retirement-focused financial planning tailored for independent professionals and family-owned enterprises.