Cash Balance Plans: Bigger Contributions. Bigger Tax Savings.

Shutterstock_2526131855
A Powerful Opportunity for High-Income Clients

Thursday, August 27th – 11.00 AM to 11.30 AM PST

REGISTER NOW

Join us for an informative webinar with Kris Krikorian, Regional Sales Director at Lincoln Financial, and learn how Cash Balance Plans can help business owners and high-income professionals maximize retirement savings, increase tax deductions, and create meaningful long-term wealth strategies.

During this webinar, you’ll learn:
  • Why traditional 401(k) plans may not be enough for many high-income clients
  • How Cash Balance Plans can allow clients to contribute significantly more than a standalone 401(k)
  • Ideal candidates for Cash Balance strategies, including business owners, medical professionals, attorneys, and other high-income earners
  • Key planning opportunities, tax advantages, and timing considerations to help you identify prospects before year-end planning begins

This session will provide practical talking points and strategies you can use immediately. Reserve your spot today.

Questions? Contact Jim Moore, Vice President of Retirement Services, at (949) 225-7145 or jmoore@cpsbenefits.com.