Pentegra Training Series for Financial Professionals on Cash Balance Plans
By Mary Read
Part of our training series for financial advisors, this webinar will provide information on Cash Balance plans and who are good candidates for this type of defined benefit plan.
Mary Read CPC, QPAhas 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.