In October, 401GO co-founder Jared Porter was a panelist on a webinar dedicated to helping financial advisors better understand cash balance retirement plans. That event was very well received and resulted in several attendees asking for additional training.
We work hard to listen to our advisor partners, and have launched a cash balance education webinar series. the first episode will take place on December 11, 2024 at 1:30pm ET, followed by additional episodes every quarter for one year. Each will be an hour long and will include time for Q and A with 401GO’s COO Jared QKC, QKA and Head of Plan Operation Sue Hardy QPA, ARA — two of the leading experts in retirement planning.
The first episode is titled Cash Balance 101 and will approach the topic at an elementary level using plain language. Each subsequent episode will build upon the last, and all will qualify for CE credit.
This is your chance to become an expert on a topic that is growing in popularity despite being poorly understood by a significant number of advisors.
