One of our newest courses tailored for financial professionals, CPAs, and CPEs seeking to better understand The Rules of Retirement Plans and How to Maximize Tax Deductions and Benefits for clients. This intensive program delves into the latest tax laws and regulations for 2025 and 2026, providing up-to-date insights into the most effective strategies to minimize tax liabilities and optimize financial outcomes. 

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You’ll also learn how to navigate today’s retirement plan options and discover new planning opportunities through our expert-led sessions.

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Topics You Won't Want to Miss:

1. ​The New Rules of Retirement Plans

   • Understand the current landscape of employer-sponsored plans and key differences.​

2. When a 401(k) Isn't Enough

   • Learn how to guide clients beyond traditional plans by introducing pension strategies that allow for higher contributions and long-term goals.​

3. Using Insurance in Retirement Planning

   • Evaluate the role insurance can play as an investment option within retirement planning strategies.​

4. Flexible Pension Plan Design

   • Discover how flexible pension plans can be tailored to meet specific client needs.​

5. Identifying Pension Prospects

   • Develop the skills to recognize which clients are best suited for defined benefit and hybrid pension plans and how to approach them effectively.​