CPA Presentation Request
Complimentary 1-Hour Zoom Presentation
Presentation Request

Request the Complimentary CPA Zoom Presentation

A structured educational presentation for CPA firms, advisory teams, and professional groups covering when advanced retirement plan design may be worth evaluating.

  • When the strategy may make sense
  • When it likely does not
  • How modern Cash Balance differs from old rigid DB assumptions
  • How to identify potential client candidates

Presentation Request Form

Your name
CPA firm name
name@firm.com
Phone number
Preferred dates or timing
Preferred dates or timing
Tell us about your team or presentation goals
What the Presentation Covers

Core Educational Topics

  • Advanced retirement planning opportunities for certain high-income owners
  • Layered design overview
  • Screening considerations for CPAs
  • Case examples
  • How the CPA stays involved
  • How to submit a client case after the presentation
Educational material only. Replace form and connect CRM tagging before launch.