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Live Events

Edward Jones - Retirement Plan Solutions - 8/23/23 (Currently Unavailable)

1 CPE Credits Wednesday, August 23, 2023 · 9:00am PT / 12:00pm ET
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This workshop covers advanced retirement plan design that will allow for your business owner client's to create a plan that fits their needs. It covers 402(g) limits, 415 limits, as well as discusses how 401(k)s and cash balance plans can work together. It will also touch on how to protect high net-worth clients through tax savings. Finally, it will cover the various types of retirement plans and how they differ.
This course is excluded from the following subscription programs: Value Pass, Self-Study Package, Webinar Package, Self-Study & Webinar Package, and Firm Package.

Learning Objectives

  • Opportunity to add value for business business owners and show new ideas.
  • Build and unbeatable value proposition when speaking to high net-worth individuals.
  • Audition your Wealth Management Services.
  • Understand different types of retirement plans
  • Advanced Retirement Plans -profit sharing/cash balance plans

Level
Overview

Instructional Method
Group: Live

NASBA Field of Study
Taxes (1 hour)

Program Prerequisites
None

Advance Preparation
None

NASBA Registered Sponsor
CPAs, EAs, CTECs Approved Credentials
QAS Quality Assured
Since 1996 Trusted Provider
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