Retirement Planning Strategies – Continuing Education Workshop for Financial Professionals

Please note that all events are on hold indefinitely to help ensure the health and safety of our clients and guests.

Event Details

Year End Tax Planning For Small Businesses Utilizing Specialized Retirement Plans

Learn about high-end tax planning for small business and business owners with one of the last tax planning and retirement savings tools.

COVERING SUCH TOPICS AS:
• Special K Plans
• Pros and Cons of Cash Balance and “Combo” Plans
• Mechanics of Operating a Qualified Plan
• Fiduciary Responsibility and Protection Against Liability

License CPA CE, 1 Credit

Must register no later than 4:00pm MST on Friday, November 4th.

For full details, click here: 
CE Workshop November 10th.pdf (135 downloads)

Venue

Phoenix City Grille
5816 N. 16th St., Phoenix, AZ 85016

Date

Thursday - November 10th, 2016

Time

11:30 a.m.

Map

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