Continuing Education Webinars

CE Webinar Schedule

Earn Continuing Education (CE) Credit at one of our upcoming Defined Benefit or Cash Balance plan webinars:

Putting Cash Balance Plans to Work, CE Webinar Course
Thursday, January 23, 2020
1:00 pm Pacific / 4:00 pm Eastern

Defined Benefit Plans: A Powerful Tax Strategy for High Income Clients, CE Webinar Course
Thursday, February 27, 2020
1:00 pm Pacific / 4:00 pm Eastern

Register for Live CE Presentation


“Putting Cash Balance Plans to Work: For Professional Practices, Partnerships and Profitable Small Businesses” offers an introductory look at what a cash balance plan is and how these retirement plans can help professional practices, partnerships and small business reduce their tax liabilities.

“Defined Benefit Plans: A Powerful Tax Strategy” provides a basic understanding of how defined benefit plans work for high-income self-employed clients and family businesses.

These training webinars have been approved for 1 unit of CE Credit for CPE, CFA, CFP, CRPC, CRPS, IWI (CIMA, CPWA, RMA) PACE, & FPQP accreditation.

Dedicated Defined Benefit Services will cover the cost and handle the paperwork for you.

Join us for one of our upcoming continuing education webinars. Each course is one-hour long. Attendance for the full hour is required for CE credit.


  • "Great presentation. Very informative and easy to understand. The program had a very nice flow to it. Thanks!"


    Louisville, KY
  • "The examples are very helpful in learning to be able to properly present the concept to clients."


    Melville, NY
  • "Great presentation. Timely and insightful. Looking forward to more. Thank you!"


    Seattle, WA

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