Creative Retirement Planning: Tax Qualified Plan Alternatives

Description

Please join The Catholic Foundation & Clark Schaefer Hackett!

Is your business interested in designing a creative retirement plan? If so, attend our upcoming presentation with Clark Schaefer Hackett’s Bill Edwards as he walks through tax qualified plan alternatives, plan design case studies, and how to identify the plans that will help you achieve your retirement plan goals while retaining and rewarding employees.

This seminar and discussion will be beneficial for many professionals:

• Business Owners and C-Suite executives;
• Licensed Professionals; and,
• Relationship Managers and other Professionals who will benefit from the data within the presentation

THIS SESSION IS APPROVED FOR 1.0 hour CPE; no other credits offered at this time.

Complimentary refreshments will be available.