Want to build relationships with CPAs?
Join our webinar to learn how to talk with CPAs about Defined Benefit plans as a powerful tax strategy for high-income clients.

Training Monitor

October 12, 2023
10am Pacific
1pm 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 2023 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 Webinar 10/12/23
When Oct 12 2023 10:00 AM - 11:00 AM (PDT)
First Name* Last Name*
* *
Are you or one of your clients interested in potentially opening a retirement plan this year?*