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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.  Read is  a frequent speaker and contributor to financial industry publications, teaches  pension classes for financial professionals of major financial institutions,  and has been a featured speaker at national meetings for the Society of Financial Service Professionals, the Association for Advanced Underwriting (AALU), LIMRA, Million Dollar Round Table (MDRT) and the Form 400.   She is the National Director of Qualified Plan Marketing for Pentegra.

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