Learn how to solve today’s complex retirement plan issues by understanding how to use the rules that help deliver your Client’s Retirement Plan Objectives. In just one hour you’ll gain practical insights into:
- Maximizing Tax Deductions
- Cash Balance Plan Designs
- SECURE Act: Retroactive Cash Balance Options
- Advanced Plan Delivery Concepts
Your hosts, pension consultants, Laurel Leonard, CPC, QPA, QKA, and Brian Klecan, CPFA, AIF, bring 20 years of experience to pension plan problem-solving.
OCTOBER 28 AT 6 PM
THE OAK BARREL 5975 CANAL ROAD
VALLEY VIEW, OH 44125
REGISTER TODAY, SEATING IS LIMITED! HOLD YOUR SPOT TODAY!
Triad and Lineweaver are not affiliated with any other mentioned entity.