PENTalk™ – The Countdown is On!4,361 views
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?