Webinar Details
Course Description

“Can’t you figure out a way around all these taxes?”

If you’ve heard a variation of this sentiment from clients who are high-income small business owners, then you will want to join us to learn more about Defined Benefit Plans. During this workshop, we will discuss how Defined Benefit plans provide immediate tax savings and accelerate retirement for your most profitable clients. It’s a smart move for your clients. And, in turn, you create loyal clients, grateful for your insider expertise.

What You’ll Come Away With:

  • How Defined Benefit Plans can help you grow your practice;
  • How Defined Benefit Plans can provide large tax benefits for your biggest clients;
  • How to identify which of your clients are ideal candidates for a Defined Benefit Plan; and,
  • How Defined Benefit Plans work in contrast with other retirement plans.
Learning Objectives
  • Attendees will be able to identify the items in the course description above.
Prerequisites
  • None
Who Should Attend

CPAs, accounting/finance professionals who work with high-income clients, small business owners, and independent operators. 

Advanced Preparation

None

Presenter Details
  • James Alexander CFP®
    • Partner

    James has been in the financial services industry since 2009 working at Scottrade and TD Ameritrade in various financial roles. In 2019, he joined Edge to pursue his passion for helping individuals and business owners meet their financial goals. As a financial advisor and CERTIFIED FINANCIAL PLANNER™ his focus areas include:

    • Complex financial and retirement planning strategies
    • Tax minimization & efficiency
    • Customized investment management solutions
       

    James specializes in working with small business owners and individuals to craft tailored plans that align with their unique situations and objectives. When he's not in the office, James enjoys spending time with his wife Rachel and their so... Read more


  • Ed Meek CFP®
    • Founder & Chief Executive Officer

    In 2005, Ed founded Edge Financial Advisors with the goal of providing clients with a more comprehensive financial planning experience than what they had received previously. Since then, Ed has spent more time working with small business owners, independent professionals or consultants in order to accelerate their retirement outlook through generating massive tax savings.

    Prior to founding Edge, Ed helped launch the Private Access Group at Fidelity Investments, where he was a Senior Account Executive & Vice President. With 25+ years of experience as a CERTIFIED FINANCIAL PLANNER™, Ed oversees all aspects of the financial planning and investment process for his clients at Edge Financial Advisors.

    Ed graduated from Loyola U... Read more

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Tuesday, July 16, 2024

12:00 PM EDT (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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