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Meeting the Needs of Today’s Business Owners: Cash Balance Plans

July 28 @ 2:00 pm - 2:30 pm

Mary Read discusses the newest trend to benefit business owners a Cash Balance Plan. A cash balance plan is a hybrid plan combining features of both defined contribution and defined benefit plans. Learn how to identify and approach businesses. She explains how it enables large tax deductions, provides creditor protection, and allows owners to build wealth.

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July 28
2:00 pm - 2:30 pm