Broker Check
27 June
DEFINED BENEFIT PLAN CONTINUING ED LIVE WEBINAR FOR CPAs

Description


1-866-269-2706

DEFINED BENEFIT PLAN CONTINUING EDUCATION LIVE WEBINAR (CPAs)

This training webinar has been approved for 1 unit of CE Credit for CPA

Dedicated Defined Benefit Services will cover the cost and handle the paperwork for you.
REGISTER NOW  https://marketing.dedicated-db.com/acton/media/2928/defined-benefit-ce-webinar-062719

 

Defined Benefit Plans: A Powerful Tax Strategy


For Individuals with High Self-employment Income and Family Businesses
Independent professionals and consultants with high incomes are looking for strategies to reduce their current tax liabilities. They appreciate hearing from Advisors and CPAs who introduce them to defined benefit plans and they’re willing to invest significant sums today to increase their retirement wealth 5-15 years down the road.

 

REGISTER NOW
Join us for a 60-minute online presentation on the basics of defined benefit plans and how to present them to your high-income clients.

Thursday, June 27, 2019
10:00 am Pacific / 1:00 pm Eastern
Presented by:


Philip Pirio, Senior Plan Design Consultant
Dedicated Defined Benefit Services


John Bahr, CRPS ® FSC Securities Inc.


REGISTER

YOU'LL LEARN:
• What a defined benefit plan is, and how it differs from a defined contribution plan
• The mechanics of a defined benefit plan
• Which clients might benefit from establishing a defined benefit plan
• An alternative for small businesses with employees: Cash Balance and Safe Harbor 401(k) Profit Sharing plans
• Investment guidelines to follow and the importance of setting feasible goals
• The roles and responsibilities of the CPA, Advisor and Third Party Administrator
• How to explain basic steps to set up and maintain a defined benefit plan

 

REGISTER FOR THE WEBINAR
Once registered, you will receive an email confirmation with the password and teleconference number. If you have any problems registering, please email webdemo@onepersonplus.com and reference this event.

 


OnePersonPlus Defined Benefit Plan is supported by Dedicated Defined Benefit Services, the only national company focused exclusively on helping Advisors market, sell, and service defined benefit and cash balance plans for high income clients. As the "go-to" experts, we have established over 4000 tax-advantage retirement programs for 1-10 person companies.

 

QUICKLINKS

 

• Learn more about OnePersonPlus Defined Benefit Plans
• Run our Instant Do-It-Yourself DB Calculator
• Download OnePersonPlus Program Overview for Advisors

CONTACT
Call or email:
1-866-269-2706
DBPlans@Dedicated-DB.com

 

 

 

 

Date and Time

Thu, Jun 27, 2019

1:00p - 2:00p EST

Location

Webinar

None

Note

REGISTER FOR THE WEBINAR https://marketing.dedicated-db.com/acton/media/2928/defined-benefit-ce-webinar-062719 Once registered, you will receive an email confirmation with the password and teleconference number. If you have any problems registering, please email webdemo@onepersonplus.com and reference this event.

PT1H
Share |

Event Registration