Biz owner Lunch and Learn: Cash Balance Plan

Schedule

Thu Sep 16 2021 at 11:00 am to 01:00 pm

Location

The Vant Group | Dallas, TX

Biz owner Lunch and Learn: Cash Balance Plan
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Presented by: The Vant Group, Bernstein Private Wealth, Prudential Financial, and Definiti.
Biz owner Lunch and Learn: Cash Balance Plan
About this Event

Tune-In for an exclusive seminar where Business Experts will Discuss the Cash Balance Plan and how you can use it to create value for yourself and how it could help in an Exit. (This event is available to attend online and in-person)

Panelists:

John Kaplan, Managing Director, The Vant Group

Stephen Lippman, Senior Vice President, National Director - Cash Balance Plans, Bernstein Private Wealth

Joseph Anderson, Regional Vice President for Annuities, Prudential

Tom Ditzer - Regional Sales Director, Definiti


Event Photos
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Where is it happening?
The Vant Group, 17766 Preston RD, Dallas, United States
Tickets

USD 0.00

Host or PublisherAlex Vantarakis
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