Webcast: Cash Balance Plans – Your Secret Weapon

Start Date & Time
April 3rd, 2025
12:00 pm
End Date & Time
April 3rd, 2025
12:30 pm

Kathryn Pizzi

Partner, Defined Benefit Practice Leader and Senior Consultant

Brian Carlson

Partner, Senior Consultant

Are you fully leveraging the retirement benefits and tax advantages available to your firm?
Cash balance plans can be a game-changer for professional service firms, offering significant tax savings and accelerated retirement savings potential.

Join firm Partners Kate Pizzi and Brian Carlson for this informative webinar where they will discuss:

  • The mechanics of cash balance plans
  • Who can benefit the most
  • Essential considerations for implementation 

Whether you are part of a law firm, medical practice, accounting firm, architectural firm, etc., attend this webinar to gain valuable insights for optimizing your retirement strategy.