Media • Interviews • Speaking

Media and speaking on advanced retirement plan design.

Stephen Arnold speaks to CPAs, financial advisors, and high-income business owners about cash balance plans, Designer DB Plus®, 401(k) coordination, and practical retirement plan design, with featured media tied to Brookstone Capital Management.

  • Cash balance strategy
  • Designer DB Plus®
  • 401(k) and profit-sharing coordination
  • CPA education
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Featured media

Featured interview and event speaking

Media and speaking highlights connected to Designer DB Plus®, Brookstone Capital Management, and advisor education.

FICPA CPA education result

Advanced retirement-plan education that engaged 298 Florida CPAs

Has RAS delivered advanced retirement-plan education to CPAs? Yes. Retirement Actuarial Services sponsored and presented an FICPA webinar with 298 live attendees, supporting its work as a NASBA-registered CPE sponsor.

298live webinar attendees

“A BIG thank you for sponsoring the FICPA’s June Webinar. We had a great turnout with 298 attendees.

We had a lot of questions during the presentation and your efforts contributed to a successful event – excellent job!”

Jen Johnson
Senior Manager of Curriculum
Florida Institute of Certified Public Accountants
About the Florida Institute of CPAs Verify RAS · NASBA Registry No. 148076 Explore RAS resources for CPAs

Quoted with permission from FICPA correspondence supplied to RAS. FICPA is identified for factual attribution; this does not imply organizational endorsement.

Speaking topics

Topics frequently covered

Common themes for podcast interviews, CPA education, webinars, and professional speaking engagements.

01

Cash balance plans for high-income owners

How modern cash balance design differs from outdated pension assumptions and when a more advanced plan may be worth evaluating.

02

Designer DB Plus® explained clearly

How cash balance, profit sharing / 401(k), and potential 401(h) planning can work together inside one broader strategy.

03

CPA- and advisor-friendly education

How to discuss advanced retirement planning in a practical, conservative way that supports better client conversations, conference sessions, and advisor education.

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Educational information only. Nothing on this page is tax, legal, actuarial, accounting, investment, or financial advice.