Webinar Registration

Cash Balance Plans - A Tax & Retirement Strategy for High Income Owners

Tuesday, April 22, 2025 at 12:00 PM ET

Managing Partner and Co-Founder

Larry Blades

Oakwood Summit

This webinar, led by Larry Blades, offers an in-depth exploration of Cash Balance Plans for financial professionals. Larry is a qualified consultant of a little-known retirement plan that can be used by all businesses and self-employed individuals. Explore the key features, benefits, and regulatory requirements of these plans, and learn effective implementation strategies to maximize retirement savings and tax deductions for high-income owners. Real-world case studies and practical examples will provide the knowledge needed to navigate plan design, compliance, and funding strategies. By the webinar, you will be prepared to counsel clients on the suitability of Cash Balance Plans and their role in enhancing financial planning strategies.

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