Broker Check
22 Jan
Jan 22nd - Cash Balance Plans in the Retirement Planning Market

Description

Join us for an in-depth webinar on Cash Balance Plans where we will explore the rising popularity of these plans among business owners. We will discuss the evolution of cash balance plans, their unique benefits, including high contribution limits and tax deferral advantages, and how they offer significant opportunities for business owners looking to maximize retirement savings. You'll learn how these plans work, their potential for wealth accumulation, and how they can be strategically set up and executed to align with your client’s business goals.

Date and Time

Thu, Jan 22, 2026

2:00p - 3:00p EST

Location

Zoom

PT1H

Event Registration

Will you be able to attend this event?