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17 Jan
LEARN - Go beyond 401(k), Accelerate Your Retirement Savings and Tax Deferral with Cash Balance Plans


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


Decorah office, West Union office, and via web meeting


Event Registration

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