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.
Event Venue & Nearby Stays
Rizzuto's Ristorante & Chop House, 6262 Fleur De Lis Drive, New Orleans, United States
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