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.
ThursdayOctober 12, 202310am Pacific 1pm Eastern
Presented by:Philip Pirio Senior Plan Design ConsultantDedicated 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.