Total Credits: 1 including 1 Specialized Knowledge - Technical
Learn about qualified plan options beyond 401(k) plans for your clients. Ways to get greater deductions and more of the benefits to the business owner. A well-designed plan may not “cost” the owner anything for the employees.
|Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB)||Available after Purchase|
|Qualified Pension Plans Handout (1.4 MB)||Available after Purchase|
Mary Read CPC, QPA, CPFA is National Director of Pension and Protection Planning at Pentegra Retirement Services and partner of M & R Business Development Group. A leading authority in qualified retirement plans with more than 30 years’ experience, Mary has an extensive background in plan design and development and experience as a marketing executive, financial professional, pension analyst and pension compliance manager for an international company.
Before joining, Pentegra Mary was Vice President Qualified Plan Marketing for National Life Insurance Company. National Life Insurance Company supports career and independent producers in qualified plan sales and has been dedicated to writing qualified plan business for more than 65 years. Prior to joining National Life Mary was a Pension Consultant with an actuarial consulting firm, and previously was Assistant Vice President of Marketing and Retirement Planning for MONY Life Insurance Company of New York.
Mary is a frequent speaker on qualified plans and contributor to industry publications. Among her credits, she has taught pension classes across the country for major financial institutions and been a featured speaker at national meetings for the Society of Financial Service Professionals, AALU, LIMRA, MDRT and the Forum 400.
Mary is the author of three books: My Business is My Main Asset. I Want to Retire. Benefiting from a Plan, 412(e)(3) Safe. Stable. Secure and How to Use the Tax Code to Get the IRS Out of Your Retirement. Mary holds the Certified Pension Consultant (CPC) and Qualified Plan Administrator (QPA) designations from the American Society of Pension Professionals and Actuaries and Qualified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA). Mary provides CPE credit to CPAs as a NASBA National Registry of CPE Sponsor.
Wed, Apr 19, 2023 - 02:00pm to 03:01pm MDT
Wed, May 17, 2023 - 07:00am to 08:01am MDT
Fri, Jun 09, 2023 - 11:00am to 12:01pm MDT
CPAs and advisors who work with small business owners
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