Continuing Education for CPA Colleagues

FREE Continuing Education for CPA Colleagues

Increase your value and build stronger relationships with our FREE continuing education for CPA colleagues. 

Have lunch with your Regional Vice President/Retirement Sales, as they solve practical issues with retirement plans by helping you better understand how to use the rules that govern plan design.    

Your RVP will dive deep to educate and share his insight on;

  • Basics & Advanced Plan Design Concepts
  • Maximizing Tax Deductions
  • Cash Balance Plan Designs
  • SECURE Act: Retroactive Cash Balance Plans

In one hour you and your CPA colleagues will have the understanding and tools to identify a solution to achieve their Clients' retirement plan goals every time.

Call or email us at today to schedule a one-on-one meeting or group training session.