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Whether you already sponsor a cash balance plan or are exploring new ways to maximize your business tax savings, this event is for you!About this Event
Whether you already sponsor a cash balance plan or are exploring new ways to maximize your business tax savings, this event is for you! Join us for breakfast and to learn how to enhance flexibility, reduce administrative costs, and achieve significant tax savings.
Imagine This:
- Flexible and efficient plan designs
- High pre-tax contributions and substantial tax savings
- Strategic investment opportunities
Why Attend?
- Discover solutions to common cash balance plan challenges
- Learn strategies for boosting your retirement savings
- Network with business owners and executives
Don't miss out on this opportunity to optimize your financial strategy.
Reserve your spot today!
Presenter: Tom Carline, CPFA®, CPC, QPA, QKC, QKA®
Senior Retirement Plan Consultant & Investment Advisor at Everhart Advisors
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Event Venue & Nearby Stays
Scioto Country Club, 2196 Riverside Drive, Columbus, United States
Tickets
USD 0.00
