Business Development Luncheon @ The Heritage Club at The Heritage Club / Bethpage State Park
December 16, 2025 from 12pm to 2pm
ATTENTION CPA's - Cash Balance 101/ Earn CPE Credit ...
ATTENTION CPA's
Cash Balance 101:
An Overview of Cash Balance Retirement Plans
Friday, November 16, 2018 8:00-10:00AM
@ LIU Post Great Hall (Mansion)
720 Northern Blvd, Greenvale, NY 11548
Carlos Tariche, Kravitz Regional Sales Director will provide an overview of how Cash Balance plans work and how these plans can help your clients increase their tax savings. Participants can earn 1 CPE credit in the Taxes field of study. Breakfast will be served. Space is limited. Please contact Joseph Lloyd - 516-761-4561 - JLloyd@nationalsecurities.com to reserve your seat.
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