Retirement Plan Design

CPA Continuing Education

The CE that gives you a competitive edge in the marketplace.

To meet requirements, CPAs must maintain and improve their skills through continuing professional education courses. At Trinity we offer a one-hour Retirement Plan Design course that is indispensable to Advisors and CPAs.

Whether you are an Advisor or CPA, you will increase your value and build stronger relationships by hosting or attending our CPA CE. Our highly credentialed staff through ASPPA focus on four main areas:

Our highly credentialed staff through ASPPA focus on four main areas:

Owner only plans and how they can impact a client's tax liability.
Advanced plan designs beyond a 401(k) Safe Harbor + Profit Sharing plan.
Key advantages of the Ideal Cash Balance plan beyond savings and taxes.
NEW: SECURE 2.0 Act and the three major tax favorable sections that make it nearly free to administer a retirement plan.

Whether you are an Advisor or CPA, you will increase your value and build stronger relationships by hosting or attending our CPA CE.

In the one-hour presentation, Trinity will explore practical issues with retirement plans and provide innovative solutions that will give you a competitive edge in the marketplace.

Contact your Regional Vice President to learn more.