The Universe of Retirement Plans

Introducing: The Universe of Retirement Plans
An Intensive Course for Financial Professionals and CPAs

Navigate the evolving landscape of retirement planning with The Universe of Retirement Plans, a comprehensive course designed specifically for financial advisors and CPAs. This intensive program demystifies the maze of rules, reforms, and strategies that have emerged in recent years.

We begin with a clear comparison of small employer qualified plan options, highlighting the differences between employer-sponsored qualified retirement plans and employer-sponsored IRA plans. Learn when a traditional 401(k) may fall short—and how to effectively introduce pension plans as a powerful complement.

Discover the flexibility of modern pension plan design and identify which clients are the best fit. We’ll also address the critical question: Does it make sense to include insurance as an investment option in a retirement plan?

Key topics include:

• Strategic plan design for small businesses

• Advanced income deferral and contribution strategies

• Pension and defined benefit plan fundamentals

• Tax implications and savings opportunities

• Real-world case studies and client scenarios

By the end of the course, you’ll be equipped to guide your clients with confidence, uncovering tax-efficient strategies and retirement planning opportunities tailored to their needs.