Course Overview

Description: In this session, you’ll learn the information needed to design an appropriate retirement plan to meet your clients’ goals. It all starts with asking the right questions and understanding the various plan types available. This session will walk you through several different plan design examples that progress from the basics to more complex, and will explore the new tax law and the opportunities it presents for Cash Balance plans.

Learning Objectives/Outcomes: After taking this course, participants will be able to:

  1. Design retirement plans for your clients that align with their specific goals 
  2. Understand the retirement plan options your clients can choose from 
  3. Understand tax laws related to retirement planning


Instructor: Josh Kegley

Principle Knowledge Topic: Retirement Savings and Income Planning

CFP® Credits: 1