Biz owner Lunch and Learn: Cash Balance Plan

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

Host or Publisher Alex Vantarakis