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Event Details
Please join us for the 2nd Annual Payden/Kravitz Cash Balance Summit
Cash Balance Plans continue to be the fastest growing sector of the retirement plan market. Our intensive interactive workshops, led by national experts, will help you learn how to leverage the popularity of Cash Balance plans to grow your 401(k) business.
Saturday, March 17 -- 11am - 3 pm for Advisers / 11am - 5pm for TPAs
The Cash Balance Summit is a great way to kick off your ASPPA 401(k) Summit weekend and a chance to spend St. Patrick's Day in New Orleans!
FREE for advisers and TPAs
Lunch and Irish beverage break included
Presentations and discussions will include:
- Best Practices: Identifying Top Prospects and Closing the Sale
- Economic Outlook 2012 - What's Ahead in the Cash Balance Market?
- Innovative Plan Designs to Solve Unique Business Challenges
- Making Sense of the New ICR Options
- TPA Session: How to Get Into the Cash Balance Business Overnight
Questions? Call 818.379.6181 or email seminar@kravitzinc.com
When & Where
Hilton New Orleans Riverside
Two Poydras Street
New Orleans,
LA 70130
Saturday, March 17, 2012 from 11:00 AM to 5:00 PM (ET)
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