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What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
Episodes
Thursday Feb 22, 2024
Thursday Feb 22, 2024
Today we're joined by Scott McHenry, President and Chief Actuary of McHenry Advisors, as he shares about the power of cash balance plans. If you're an advisor with business owners who are looking for tax savings, this is a strategy you need to be aware of.
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