CASH BALANCE PENSION PLAN DESIGN – 1 HOUR CPE

WEDNESDAY, SEPTEMBER 19, 2018 - 12:00 Noon

Location: Maggiano’s Little Italy

6001 W. Park Blvd, Plano, TX 75093

PRESENTED BY:

KONNY BREST DRENNAN, DIRECTOR OF BUSINESS DEVELOPMENT

CHARLES LEGGETTE, CONSULTING ACTUARY

PENSION PLANNING CONSULTANTS

HOSTED BY:

THE BRADFORD GROUP OF RAYMOND JAMES & ASSOCIATES,

DALLAS, TEXAS

This a 1 hour course is a beginner’s look at Cash Balance Pension Plans. The emphasis is upon the process of arriving at a solution for employers to reduce income taxes and retain earned income.

For further information, or to reserve a spot, contact Bob Evenden at

214-965-7646

Raymond James & Associates, Inc., member New York Stock Exchange / SIPC. Neither Raymond James nor its advisors provide tax or accounting services. Raymond James is not affiliated with Pension Planning Consultants.

This presentation is intended for accountancy continuing education purposes only and is not meant for use with the general public.