Boston Tax Institute, LTD.

 
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CREATIVE RETIREMENT PLANS FOR SMALL BUSINESSES Video Conference

$195.00

This is a 4-hour seminar (4 credits) led by Lawrence Starr, FLMI, CLU, CEBS, ChFC, CPC, EA, ATA, QPFC, MBA. an author of the AICPA text ‘The CPA’s Guide to Retirement Plans for Small Businesses’ and frequent national lecturer.

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Multiple Purchase Discount
Quantity Discount Discounted price
2 + $46.00 $149.00

This bulk pricing will be applied to all 4 hour seminars (excluding Natalie Choate).


Description

This is a 4-hour seminar (4 credits) led by Lawrence Starr, FLMI, CLU, CEBS, ChFC, CPC, EA, ATA, QPFC, MBA. an author of the AICPA text ‘The CPA’s Guide to Retirement Plans for Small Businesses’ and frequent national lecturer.

This is not your same old basic retirement plans course, this is a selected review and discussion of topics in creative plan design for your clients; how you can differentiate yourselves from the usual stuff that is out there.  We’re going to show the creative things that benefit your clients that you did not think you could do (but are completely acceptable if you know how). We are going to destroy some of the prevailing myths that are out there that artificially restrict what you think you can do for your clients.  This is the true (and often misquoted) “thinking outside the nine dots”.  Come and prepare to be challenged in what you think you already know that just is not so!

Live Zoom Video Conference (June 19th, 12:45 pm-4:30 pm, September 1st, 12:45 pm-4:30 pm)

Additional information

Date Options

06-19-2020, 09-01-2020

Type

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