2024 Cash Balance Plans for Advisors with Lisa Pfautz
29 بار بازدید -
ماه قبل
-
We are pleased to offer
We are pleased to offer a 60 minute webinar to financial advisors with a general knowledge of retirement plans who are looking for a retirement plan design to maximize tax deductions for their clients and help their clients contribute more for retirement. This webinar will include the following learning objectives:
• How Cash Balance Plans Work
• Cash Balance Plan Advantages and Requirements
• Cash Balance Plan Trends
• Review of Case Studies
• How to Identify Opportunities
• How Cash Balance Plans Work
• Cash Balance Plan Advantages and Requirements
• Cash Balance Plan Trends
• Review of Case Studies
• How to Identify Opportunities
ماه قبل
در تاریخ 1403/04/22 منتشر شده
است.
29
بـار بازدید شده