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PENTalk™ – The Countdown is On!

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Mary Read By Mary Read
The countdown is on until the end of the year arrives. Which means the countdown is on to establish a qualified plan for 2017 and to be able to make a deductible contribution for the year.
We can help you navigate this time compressed path with the tools you need to get it done!
How do you get a fact finder?
How do you present a plan proposal?
How do you implement the plan?

Author

Mary Read
Mary Read

Mary Read CPC, QPA has more than 30 years of experience supporting financial advisors and designing and establishing qualified plans for closely held businesses. Mary’s expertise has made her a frequent speaker and contributor to financial industry publications. Among her credits she has taught pension classes for financial professionals of major financial institutions and been a featured speaker at national meetings for the Society of Financial Service Professionals, the Association for Advanced Underwriting (AALU), LIMRA and Million Dollar Round Table (MDRT). She is the current National Chair for the Qualified Section of the Society of Financial Service Professionals. Mary is currently the National Director of Qualified Plan Marketing for Alliance Benefit Group-Pentegra.

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