PENTalk™ - A Tax Advantaged Approach For Your Clients

PENTalk™ – A Tax Advantaged Approach For Your Clients

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By David Barrer

“Do you have clients who are searching for opportunities for greater tax deductions? What if there was a way to provide help to your client while also maximizing benefits for themselves and their key employees? A cash balance plan may be the answer! Take a deeper dive into the world of cash balance. This webinar will include a brief overview of a case study illustrating how a cash balance plan works, followed by an exploration of consultative strategies to assist you in preparing and presenting a cash balance plan to your clients.”

Author

David Barrer

As the National Director of TPA Markets, Dave manages our TPA sales. His focus is to promote Pentegra as the “go-to” expert for 3(16) fiduciary outsourcing and TPA services, as well as a large case Multiple Employer Plan (MEP) partner for advisors and recordkeepers. He serves as a resource for the organization in expanding Pentegra’s TPA footprint and in working with our advisor-partners nationwide to market Pentegra’s unique fiduciary services platform.

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