If you’re curious about Cash Balance plans but aren’t sure where to start, this webinar will provide a practical, beginner-friendly foundation. Designed for advisors who are newer to the industry, new to their firm, or simply looking for a refresher, this session breaks down the basics of Cash Balance plans.
Our experts will explain how these plans work, outline the pros and cons, and highlight key considerations before recommending them to clients. Attendees will leave with a stronger understanding of how to identify which clients may be good candidates for a Cash Balance plan – and which may not be the right fit. Join us as we discuss:
How Cash Balance plans work
The pros and cons of this type of plan
Tips for identifying clients who may be strong candidates
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