Register for Cash Balance Coach®

Training Begins March 26, and 27

Learn how to grow your practice with cash balance plans by joining more than 3,500 financial advisors and retirement professionals who have completed FuturePlan’s industry-leading, results-focused training and certificate program.

Training events will be hosted by FuturePlan, featuring Dan Kravitz, National Practice Leader for Cash Balance Plans and Ken Guidroz, Director of Sales for the North/West region.

Two live webinar events are being offered – attend one or both:

MARCH 26, 2024 – 2 pm ET

101 Training – Learn the basics and understand the fundamentals of cash balance plans

  • Key features, case studies, combo plan dynamics and identifying candidates
  • Plan design, IRS testing, compliance and regulatory framework

MARCH 27, 2024 – 2 pm ET

201 Training – Learn advanced and more complex cash balance plan principles and strategies

  • Investment principles for investing plan assets, matching ICR with strategy and funding
  • Strategic sales tools, overcoming objections and how to partner with TPAs

REGISTER NOW

Certificates of Completion Available

Once you attend the complimentary trainings, you will have the opportunity to take an exam and receive a certificate of completion. Contact us for details.