The Sacramento Chapters of WP&BC & NIPA invite you to join us for:

GREATER TAX DEFERRAL
USING CASH BALANCE PLANS

LOGISTICS

Wednesday, April 22nd  |  5:00 - 7:00 pm | Webinar format

TOPIC DETAIL

In today’s rising and more nuanced tax environment, many business owners and partners of firms are looking for larger tax deductions and accelerated retirement savings. Cash Balance Plans may be the solution for them.This presentation provides an update on the latest law changes, design options and features of Cash Balance Plans for you and your clients.

Presentation topics:

• Cutting-edge designs
• Who is a good candidate and who is not?
• New interest crediting rate options
• Update on the impact of the Tax Cuts and Jobs Act (TCJA) & the Setting Every Community Up for Retirement Enhancement (SECURE Act) on CB Plans
• How to handle over and under-funded plans
• How to explore plan options for your client

SPEAKERS

Ken Guidroz, MBA
Kravitz

Ken Guidroz, MBA, is the Director of New Plan Design at Kravitz, the leading Cash Balance firm in the nation. He speaks to CEOs, CPAs and all types of professional firms, estate planning councils and investment professionals. He is co-founder of Cash Balance Coach, the national credentialing program for financial advisors and TPAs on Cash Balance Plans. He co-authored the book on Cash Balance called “Beyond the 401(k)”. He received his MBA from Pepperdine in 1995 and has been with Kravitz since 2005.

Eric J. Sharp, West Region Divisional Vice President at 
FuturePlan by Ascensus (formally Polycomp)

SCHEDULE

• 5:00 - 6:30 Webinar presentation
• 6:30 Q&A

CONTINUING EDUCATION
2 CE or 2 Hours each for:

• California CPAs
• ASPPA certifications
• NIPA certifications
• Certified Financial Planners, CFP (pending)
• JBEA
• MCLE for California attorneys
• CEBS
• Enrolled Retirement Plan Agents and Enrolled Agents, ERPA

Special thanks to our Chapter Sponsors


CliftonLarsonAllen

Genovese Burford & Brothers

And thanks also to our event co-sponsor

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