Trinity Updates

Chillicothe, OH - Free CE for CPA Colleagues

Nov 6, 2019 11:30AM-1:30AM | Old Canal Smoke House
94 E. Water St.
Chillicothe, OH 45601 | Trinity Updates

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.

Register Here