Details
March 14, 2023
11:30AM - 1:00PM
FPA Central Ohio presents Better Pension Design
Presented by Judd Depew, Featured Platinum Partner First Trust Advisors
Fawcett Center
Better Pension Design
**LUNCH Program**
presented by
Judd Depew
The Pension Design Group
Better Pension Design Presentation
The program will help you identify business owner clients/prospects that would benefit from a Cash Balance Plan. You will walk away with an easy to remember rule of thumb for your clients/prospects. The program will show you how a Cash Balance Plan is a win/win/win solution for you and your clients; your clients will receive large tax deductions, they will receive increased retirement savings, and you will increase your assets under management.
Learning Objectives:
- Identify Business Owner Clients/Prospects
- Reduce Tax Liability for Business Owner Clients
- Increase retirement savings for Business Owner Clients
Tuesday, March 14, 2023 The Fawcett Center, 2400 Olentangy River Road - Clinton Room
11:30am - 12:00pm - Registration/Lunch served
12:00pm - 12:15pm - FPA Business/featured Sponsor
Featured Platinum Partner:
12:15pm - 1:15pm - Program (complete attendance for CE credits is required)
Fawcett Center Parking Pass March 2023 (be sure to click on the pass and print to bring to meeting)
Registration is now closed.
We been granted 1 hour of CFP CE from the CFP Board. Please arrive prior to 12:15pm to ensure that you can sign in for CE credits - No Exceptions!
