On Wednesday, October 3, 2018, TRA will be hosting an exclusive webinar where you will learn how to take advantage of one of the fastest growing sectors in the retirement plan market.
TRA will share key insights on cash balance market trends and how to sell these plans.
Learning Objectives:
- Growth of Cash Balance plans in the retirement market
- Qualifying candidates
- 2017 Tax Cut and Jobs Act impact on Cash Balance plans
- Selling tactics and deadlines for 2018-2019 selling season
| When: | October 3, 2018 – 1:00 PM – 1:45 PM CDT |
| Topic: | Cash Balance Plans |
| Presenting: | John Markley, FSPA, CPC – Director of Industry Relations
Radu Dragan, QPA, QKA – Relationship Manager |
Space is limited
Feel free to invite your favorite CPA’s.
