The Basics of Cash Balance Plans

Speaker: Zach Carstensen of John Hancock

Sponsor: John Hancock - Retirement Plan Services

Learn about:

• Cash Balance Plan Overview
• How Can a Cash Balance Plan Work For You?
• How Do Cash Balance Plan Investments Work?
• Advantages of Cash Balance Plans

This event is a must for Advisors, CPAs, TPAs and anyone who wants to understand the aspects and benefits of Cash Balance Plans.

In this great presentation you will also learn the specifics in a case study, so you can see in real numbers how everything will work.

Reception 4:30 - 5:00pm

Presentation 5:00 - 6:30pm

Reception 6:30 - 7:00pm

We offer CE credits for the following:

• Actuaries
• ASPPA
• Attorney (CLE)
• California CPA
• Enrolled Retirement Plan Agent (ERPA)
• Joint Board of Actuaries (JBEA)
• NIPA

There is a General Certificate of Attendance that is provided so a member may submit for other industries.

Need Help? You can email info@wpbcsacramento.org or call Rebecca Giannini at 916.968.0444.