Advertisement
In-person CPE for CPAs on advanced retirement plan design using cash balance plans to boost tax efficiency and savings.About this Event
This session is built for CPAs 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.
Advertisement
Event Venue & Nearby Stays
Rizzuto's Ristorante & Chop House, 6262 Fleur De Lis Drive, New Orleans, United States
Tickets
USD 0.00
Concerts, fests, parties, meetups - all the happenings, one place.
