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.
October 12, 2023
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.