Categories: Blog Posts

Cash Balance Plans – What Advisors Should Know

In this webinar we will answer common questions that advisors have around cash balance plans. What is a cash balance plan? Who is a good candidate? How can they be used to improve your clients’ retirement and tax situations? What is the role of the advisor? Presented by Wendy C Frame and Jeremy D Palm from Lurie.
https://youtu.be/jjP4kOeCDb4
Leann

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Leann
5 years ago

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