Videos and Webcasts

Pentegra Training Series for Financial Professionals on Cash Balance Plans

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Mary Read 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.

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.