Equip your CPA practice with a clear framework for advising small business clients on retirement plans, including Defined Benefit Cash Balance Plans. Enjoy lunch, earn CPE credit, and leave with practical guidance you can use immediately.
Hosted in collaboration with John Hancock, this session will provide in-depth insights into retirement planning for small businesses.
Who Should Attend:
CPAs and accounting professionals who advise small business owners, partners, and professional practices.
Date: October 29, 2025
Time: 11:30 AM – 1:00 PM
Host: Strategic Financial Services
Speaker: David Dickens from John Hancock
Location: Capital Grille, 840 W Sam Houston Parkway N, Suite 100
Houston, TX 77024
Program Level: Intermediate
20 CPE Credits Available with self-study exam
What You’ll Learn:
Identify small business structures recognized by the IRS.
Explain federal law regulating qualified retirement plans, including ERISA.
Distinguish between Defined Benefit and Defined Contribution qualified plans.
Define the basic characteristics and advantages of each type, with an emphasis on Cash Balance plan design.