Continuing Ed Webinars This Week: Small Business Cash Balance Plans

27th Nov 2017

CONTINUING EDUCATION SERIES

webinar icon

This webinar has been approved for 1 unit of CE Credit for CPA, CFP, CRPC, CRPS, IMCA (CIMA, CIMC,CPWA), PACE, & RP accreditation.

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

We are pleased to offer the following course for CE credit:

Putting Cash Balance Plans to Work for Professional Practices, Partnerships and Profitable Small Businesses

An introduction to cash balance plans and how these plans, combined with a 401(k), can help small business owners contribute $150,000 or more toward their own retirement annually while controlling employee costs and reducing their tax liabilities.

Continuing Ed Webinar

Register Now,  Invite Your CPA Partners
Sign up for a live, 60-minute online presentation. Classes will be held weekly through November. Consider inviting the CPAs you work with who also can earn 1 credit. Don’t need the CE credit? You can still attend the webinars to learn more about cash balance and defined benefit plans.

FIND A WEBINAR

spacer

REGISTER FOR THE WEBINAR

Once registered, you will receive an email confirmation with the password and teleconference number. If you have any problems registering, please email webdemo@onepersonplus.com and reference this event.

Dedicated Defined Benefit Services | OnePersonPlus

Dedicated Defined Benefit Services | OwnersPlus

OnePersonPlus Defined Benefit Plan and OwnersPlus Cash Balance +401(k) Retirement Program are supported by Dedicated Defined Benefit Services, the only national company focused exclusively on helping Advisors market, sell, and service defined benefit and cash balance plans for high income clients. As the “go-to” experts, we have established over 4000 tax-advantage retirement programs for 1-10 person companies.

QUICKLINKS

CONTACT

Call or email:
1-866-269-2706
DBPlans@Dedicated-DB.com

 

 

Dedicated DB@ DedicatedDB

What is considered eligible compensation for Defined Benefit plans? https://t.co/pnFyLcXQQl

3:57 AM 4 October 2022

Dedicated DB@ DedicatedDB

How can you steer your #retirement portfolio through the storm? https://t.co/mTLWUEXHwG

3:46 AM 4 October 2022

Dedicated DB@ DedicatedDB

Cash Balance #retirement plans can give business owners the potential to make very large deductible contributions f… https://t.co/SqXf4I7p2Y

3:35 AM 4 October 2022

Dedicated DB@ DedicatedDB

Will a cash balance plan 401(k) combo secure your #retirement ? https://t.co/cyGPCs7CdZ

3:32 AM 4 October 2022

Dedicated DB@ DedicatedDB

How did this dermatologist revitalize his #retirement plan? https://t.co/Q9irhdZVEA

1:05 AM 1 October 2022

Dedicated DB@ DedicatedDB

Here are #retirement plans for small business owners to consider. https://t.co/1SKNOaqWe9

12:59 AM 1 October 2022

Estimate contribution and deduction with our DB calculator Try it now