This event will discuss the accumulation and distribution phases of business retirement planning. We'll review current information about the different qualified retirement plan types and design options available, along with determining factors for choosing the appropriate retirement plan for a business with a strong emphasis on the Small Business market. Insight into potential future changes in the retirement world will also be discussed. The presentation is in a lecture format with opportunities for discussion.

After attending the course, you will be able to identify retirement plan accumulation opportunities from your client base by comparing employer objectives to allocation formulas and plan specifications by plan type. You will also be able to answer the question, “I’m ready to retire, now what?”

To earn the 2 CPE credits, accountants must attend from 11 a.m. to 1 p.m.

Lunch is included.