Event Details
Join us to learn about high-end tax planning for small businesses and business owners with one of the last tax planning and retirement savings tools
Covering such topics as:
- Properly Designing and Operating a Qualified Plan
- Pros and Cons of Cash Balance and “Combo” Plans
- Plan Audits and How to Handle Them
- Best Practices in an Ever-Changing Fiduciary Landscape
Licensed CPA – 1 CPE Credit Hour
Hosted by:
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors
Andrew Rafal, Bayntree Wealth Advisors
S. Jill Hastings, JD , Pension Strategies
Julie M. Thompson, QKA, QPA, Pension Strategies
Adam Johnson, John Hancock Retirement Plan Service
Seating is limited. Must register by Friday, October 27th.
Investment advice offered through Bayntree Wealth Advisors, LLC, a registered investment adviser. Insurance services offered separately through Bayntree Planning Group, LLC. The information at this workshop is not intended to be used as the only basis for investment decisions, nor should it be construed as advice designed to meet your particular needs. You are advised to seek the advice of your financial adviser, legal or tax professional, prior to making any decision based on any specific information contained herein.
Venue
Seasons 52
2502 E. Camelback Rd., #140, Phoenix, AZ 85016
Date
Wednesday - November 1st, 2017
Time
11:30 a.m. to 1:00 p.m.
Map
