Increase your value and build stronger relationships
In order to better partner with you, we provide a free one hour CE for CPA Colleagues.
Join us for lunch on November 6th, as we share our insight on;
- Basic and Advanced Plan Design
- Maximizing Tax Deductions
- Cash Balance Plans
In just one hour, we will solve practical issues with retirement plans by helping you understand how to use the rules to deliver the math that achieves the Plan Sponsor's objectives.