PENTalk Cash Balance

It’s the time of year when your clients may be looking for opportunities for greater tax deductions. A cash balance plan could be the answer – but – how do you know if your client is the right fit for this solution? How do you have the plan design conversation?
Cash Balance 101. Our virtual classroom is open and we want to provide you with the knowledge you need!
Core Curriculum
• ?Plan Design best practices
• Strategic selection - which clients may be the best fit and why
• Talking points for your client meetings

Know more at https://www.pentegra.com/