Continuing Education Webinars

CE Webinar Schedule

Earn Continuing Education (CE) Credit at one of our upcoming Defined Benefit or Cash Balance plan webinars:
 
Defined Benefit Plans: A Powerful Tax Strategy for High Income Clients, CE Webinar Course
Tuesday, August 18, 2020
1:00 pm Pacific / 4:00 pm Eastern

 
Putting Cash Balance Plans to Work, CE Webinar Course
Tuesday, September 29, 2020
1:00 pm Pacific / 4:00pm 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.

Testimonials

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

CPA

Louisville, KY

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

Advisor

Melville, NY

"Great presentation. Timely and insightful. Looking forward to more. Thank you!"

CFP

Seattle, WA

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