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, November 10, 2026
10:00 a.m. Pacific / 1:00 p.m. 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 one unit of CE Credit for CPE/CPA, CFP, & IWI (CIMA, CPWA, RMA) 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.