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
Thursday, February 23, 2023
1:00 p.m. Pacific / 4:00 p.m. Eastern
Putting Cash Balance Plans to Work
CE Webinar Course
Tuesday, March 21, 2023
1:00 p.m. Pacific / 4:00 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 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.