November 13, 2014 – Webinar Cash Balance Plans

Webinar Registration

This webinar is geared toward financial advisors and Texas CPA’s with a general knowledge of retirement plans looking for a retirement plan design to maximize tax deductions for their clients.  A cash balance plan can be a great solution that combines the best of defined benefit plans and defined contribution plans.  This webinar will include the following learning objectives:

•  How Cash Balance Plans Work
•  Cash Balance Plan Advantages and Requirements
•  Cash Balance Plan Trends
•  Review of Case Studies
•  How to Identify Opportunities

Information for Texas CPA’s:
We are registered with the Texas State Board of Accountancy as a CPE sponsor.  Please note that this registration does not constitute an endorsement by the board as to the quality of our CPE program.  If you would like to attend this webinar and receive 1.0 hours of Texas CPA credit, you must register individually.  If you register, log in, are present for the entire live webinar, and return your evaluation, you will receive a Certificate of Attendance via e-mail within one week of the webinar.

If you have any questions about the webinar, please contact your account manager or Lisa Horn at