Your Hosts
Actuaries Unlimited, Inc. is a preeminent retirement plans administrator and with 9 enrolled actuaries, Cash Balance Plans really are our expertise. Our team is unsurpassed in creating custom plan designs that allow business owners to accelerate their retirement savings and receive additional business income tax deductions
Webinar Structure
After a brief description of Cash Balance Plans, and their primary advantages, the bulk of our time will be devoted to fielding questions from our attendees in order to address the most commonly asked questions on the subject as well as many that often go unasked
Our Goal
To provide you with knowledge so that you may identify your current clients and prospects who may be ideal Cash Balance Plan candidates
Our Expert Panelists
Erin Russell, Partner & Enrolled Actuary, Actuaries Unlimited, Inc.
Kory Hoertz, Partner & Enrolled Actuary, Actuaries Unlimited, Inc.
Moderated by
Brian Flynn, Director of Business Development, Actuaries Unlimited, Inc.
Please join us
February 23, 2023
10:00-11:00 am PST
Register Here
2023 CB Plan Knowledge Webinar Registration
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