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Sign up for one of our free live webinars to get a deeper understanding of Defined Benefit and Cash Balance plans. You can help your high income, self-employed clients reduce tax liabilities by $50,000 to $150,000 by making large contributions to these retirement plans. And our webinars have been approved for 1 unit of Continuing Education (CE) Credit for CPA, CFA, CFP, CRPC, CRPS, IMCA, PACE, & RP accreditation.
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