If you’re attending TD Ameritrade’s Advisor Conference on Feb. 3 – 5, be sure to stop by our booth! You can enter for a chance to win a free retirement plan set up for your practice (or a $100 Amazon gift certificate).
We’ll show you how small business defined benefit and cash balance plans can allow your clients the highest deductible contributions. And we’ll help you identify clients best suited to these plans.
Looking forward to seeing you there!
Raymond Lee
Director of Sales, Dedicated Defined Benefit Services