Partner with CPAs to Build Your Business:

Help CPAs Use Defined Benefit Plans to Deliver a Powerful Tax Strategy to High-income Small Business & Self-employed Clients

Wednesday, October 2, 2019
10:00 am Pacific / 1:00 pm Eastern

Presented by:
Philip Pirio, Senior Plan Design Consultant
Dedicated Defined Benefit Services

Accountants can be a great source of client referrals. They know who had a large tax bill and who could take advantage of large tax deductions for 2019 and beyond. Learn how to get in front of CPAs and bring in referrals with sales presentations and defined benefit training.

  
What Partner with CPAs to Build Your Business 10/2/19
When Oct 2 2019 10:00 AM - 11:00 AM (PDT)
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Are you or one of your clients interested in potentially opening a retirement plan this year?*