Continuing Education for CPA Colleagues

FREE Continuing Education for CPA Colleagues

Increase your value and build stronger relationships

Have lunch with Trinity’s Regional Cash Balance Specialist, Tom Carline CPC, QPA, QKA.  In just one hour, he will solve practical issues with retirement plans by explaining how to use the rules to deliver the math that achieves the Plan Sponsor’s objectives.

Tom dives in deep to educate and share his insight on;

  • Basics & Advanced Plan Design
  • Maximizing Tax Deductions
  • Cash Balance Plans

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