2026 The Power of Cash Balance Plans

This in-person event is designed for CPAs and financial planners who want to deepen their expertise in advanced retirement plan design. Join your hosts for a practical, strategy-driven session focused on how cash balance plans can strengthen tax efficiency, accelerate savings for high-income earners, and complement existing retirement solutions.

This session includes CPE credit (CPE 101) and provides actionable guidance you can apply immediately in your client conversations.

January 8th, 2026

11:30am - 1:00pm

Renaissance Waterford Hotel

6300 Waterford Blvd

Oklahoma City, OK 73118

Event Venue & Nearby Stays

Renaissance Waterford Oklahoma City Hotel, 6300 Waterford Boulevard, Oklahoma City, United States

Concerts, fests, parties, meetups - all the happenings, one place.

Get App