I own my business and pay a lot of tax. I'll never get a chance to retire at this rate! How to Accelerate Your Retirement Savings - and Tax Deduction - with a Cash Balance Plan
Go beyond 401(k) contributions and the resulting tax reduction with a Cash Balance Plan.
We believe presenting information on various topics might spark your interest, answer a question you may have, or start a conversation. Our LEARN seminar series addresses various financial topics and occasionally lifestyle topics.
LEARN sessions are planned to be 20-25 minutes. Questions may be asked at the session, or to maintain confidentiality on specific questions, please direct follow-up questions to your Advisor.
Date and Time
Wed, Jan 17, 2024
5:15p - 5:45p CST