Cash Balance Plans for Advisors

Nova 401(k) Associates

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  

Information for Texas CPAs: 
We are registered with the Texas State Board of Accountancy as a CPE sponsor.  Please note that this registration does not constitute an endorsement by the board as to the quality of our CPE program.  

Information for CE:
There are no prerequisites for this webinar.  If you would like to attend this webinar and receive 1.0 hours of Texas CPA, ERPA or ASPPA credit, you must register individually.  If you register, log in, are present for the entire live webinar, and return your evaluation (which will pop up immediately following the webinar), you will receive a Certificate of Attendance via e-mail within one week of the webinar. Please note the name that you registered with will be the name that appears on your certificate.

More Information, How to Register