Retirement Planning Strategies – Continuing Education Workshop for Financial Professionals

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 (1959 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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