The Power of Cash Value Plans in 2026
Schedule
Wed Mar 04 2026 at 11:30 am to 01:00 pm
UTC-06:00Location
Rizzuto's Ristorante & Chop House | New Orleans, LA
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In-person CPE for CPAs on advanced retirement plan design using cash balance plans to boost tax efficiency and savings.About this Event
This session is built for CPAs who want to deepen their expertise in advanced retirement plan design. Join your hosts for a practical, strategy-driven session focused on how cash balance plans can strengthen tax efficiency, accelerate savings for high-income earners, and complement existing retirement solutions.
This session includes CPE credit (CPE 101) and provides actionable guidance you can apply immediately in your client conversations.
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Where is it happening?
Rizzuto's Ristorante & Chop House, 6262 Fleur De Lis Drive, New Orleans, United StatesEvent Location & Nearby Stays:
Tickets
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