Free Certified CE For CPAs

STAY ONE STEP AHEAD OF YOUR COMPETITORS.
Build Stronger Client Relationships by Increasing Your Value

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.

 


BRIAN KLECAN, CPFA®, AIF®
Director of Retirement Plan Services

LAUREL LEONARD, CPC, QPA, QKA
Regional Vice President / Retirement Sales

 


WHEN:
THURSDAY
 OCTOBER 28 AT 6 PM

WHERE: 
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.

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