2024 Cash Balance Plans for Advisors with Lisa Pfautz

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

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