CPE for CPAs

The Financial Coach LLC presents to CPAs an

Advanced Retirement Plan Workshop that can change the dynamics of your business plan.

This workshop will provide current information about the most recent tax changes that impact qualified retirement plans.  Incorporating said changes into plan design opportunities with a focus on small business retirement plans.  Presentation is in lecture format with opportunities for discussion.

After attending the course, you will be able to define the major components of pension plan regulation, along with identifying the impact of varying plan designs on your client base.  You will be able to identify retirement plan opportunities from your client base by comparing employer objectives to allocation formulas and plan specifications by plan type:

We will be offering 2 session opportunities:

Wednesday, May 31 or Thursday, June 1

AGENDA

8:00-8:30                     Welcome/Registration/Continental Breakfast

8:30-9:20                     Retirement Plan Overview, In-depth Look at                                                                                     Defined Contribution Plans

9:20-9:30                     Break

9:30-10:20                   In-depth Look at Defined Benefit Plans, Real-

Life Case Studies

10:20-10:30                 Break

10:30-11:20                 Real-Life Case Studies Continued, Plan Design Considerations, and Distribution Options

11:20-11:30                 Close

Where:                        Tennessee State Bank: 11470 Parkside Drive, Knoxville, TN

Seating is Limited!

Please register by phone for the seminar, 877-274-8657 (VOLS) or email to Karen@financialcoachllc.com