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Cash Balance Plans for Advisors

Nova 401(k) Associates

July 13, 2023
Recorded Online
Webinar

We are pleased to offer a 60 minute webinar to financial advisors with a general knowledge of retirement plans who are looking for a retirement plan design to maximize tax deductions for their clients and help their clients contribute more for retirement.  This webinar will include the following learning objectives: 

          •  How Cash Balance Plans Work 
          •  Cash Balance Plan Advantages and Requirements 
          •  Cash Balance Plan Trends 
          •  Review of Case Studies 
          •  How to Identify Opportunities  

More Information, How to Register

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