Webinar Registration

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

Boost Your Client's Tax Planning, Small Business outcomes and reduce out-of-pocket costs - CE Credit Available

Tuesday, April, 22

12:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Larry Blades

Managing Partner and Co-Founder Oakwood Summit

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

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.

*CE/CPE Eligible: 1.0 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.