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June 2019

CPE Event: Planning for Clients

June 13 @ 8:30 am - 11:00 am
One NH Ave, One NH Ave, Ste 125
Portsmouth, NH 03801
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Free 9 spots left

Discussion Topics: Advanced Pension Planning for Small Business ~ Overview of Qualified Retirement Plans Including Defined Contribution and Defined Benefit ~ Plan Design Considerations ~ Current Events ~ Q & A ~ Summary   Presentation Objective:  To discuss accumulation phase of business retirement planning as well as the distribution phase.  We will provide current information about the different qualified retirement plan types and design options available along with determining factors for choosing the appropriate retirement plan for a business with…

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