November 2016 Luncheon Meeting

Planes, Trains, Automobiles and Mopeds:
Which “vehicle” will you recommend to help your business owner clients reach their retirement plan objectives?

Speaker: Brian L. Smith, Pension Consultant

Meeting Description

This presentation will include a discussion on which types of retirement plans you should be recommending to business owners, taking into account their retirement objectives, employee demographics, profitability, years to retirement, type of entity, and so on. We will develop a roadmap you can utilize in your current and prospective client relationships that will help you recognize retirement plan opportunities and solutions that will elevate your value as a trusted advisor..

1.5 hours CE available, pending approval by the CFP Board.

Speaker Biography

Brian L. Smith has 30 years of experience in administration and consulting related to qualified retirement plans. He founded California Retirement Plans in 1992 and specializes in creative plan designs, utilizing both cross tested profit sharing plans as well as cash balance plans to optimize the employer’s objectives.

Pricing and Registration

Advanced pricing is available through November 2nd: FPA Members and First Time Visitors: $40 Non-Members: $60

After November 2nd:
All Members and Non-members: $60

Online Registration is open through Monday, November 7th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, November 8th.