Attend Our Complimentary Live Webinar:

Cash Balance Plans

1-hour CE Credit* for CFP®, CIMA® and CPWA®
(It does NOT include state insurance credit.)

Tuesday, August 21, 2018 | 3:45pm - 4:45pm ET


This webinar was developed to give the financial and insurance professional a clear understanding of defined benefit pension plan, specifically cash balance plans.

Learning Objectives:

In this live webinar, Ed will provide an overview of Cash Balance Plans. This overview will allow advisors to:

  1. Describe the industry trends of pension plans: DC vs. DB plans
  2. Determine the basic fundamental differences between a DC vs. DB plan
  3. Identify the DB market
  4. Understand the role of Cash Balance Plans vs. traditional DB plans
  5. Identify the basic fundamentals of Cash Balance plans
  6. Apply Cash Balance plan applications and designs
  7. Relate the retirement benefits of a Cash Balance Plan with an actual Case Study

Expert Presenter:

Edward J. Barrett, Founder, President and CEO of Broker Educational Sales & Training, Inc. (BEST) has for more than four decades educated, trained and coached advisors across all channels, from wirehouse to regional, to the independent broker-dealer and bank channel. He uses real-life experiences to address complex financial planning issues with a teaching style that makes learning entertaining and educational!

NOTE: If your company's site blocks access to GoToWebinar, please use a non-work related device, such as a personal computer, laptop, tablet, iPad or smartphone. Also, do NOT use your company’s internet or wifi to connect.


LIVE EVENT ONLY: This webinar has been approved for one (1) CE credit hour for CFP®/CIMA®/CPWA®. If you provided your CFP®/CIMA®/CPWA® information at registration, BEST will report the completed credit on your behalf within 5 business days of this live webinar. Please be aware that you must view the event for a minimum of 50 minutes in order to be granted credit. For more information, please contact (Credit is ONLY for the advanced designations listed above. It does NOT include state insurance credit.) Also advisors must be logged into and viewing the video/presentation NOT just listening to the audio.

**Please note that registration will be open until 30 minutes PRIOR to webinar start time. Registration will NOT be available until the next event is open for registration. Last minute registrations will NOT be allowed access due to CE credit time requirement. (See CE Credit Information above.)