Continuing Ed Webinars This Week: Small Business Cash Balance Plans

27th Nov 2017


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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.




Once registered, you will receive an email confirmation with the password and teleconference number. If you have any problems registering, please email 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.



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