Learning Objectives
• Understanding of basic concept for cash balance plans and whether this plan type would be appropriate for your practice to consider
• Understanding of breadth of capabilities of holistic financial planning
• Popular ways to reduce current and/or future tax liability and improve the likelihood of achieving your goals
Course Information
Speaker Tim Heinz, Merrill Lynch
Date Thursday, May 5, 2016
Time 5:45 pm – 6:00 pm Registration
6:00 pm – 8:00 pm Program
Dinner will be provided
Location Jonah’s Seafood House
2601 N. Main St.
East Peoria, IL 61611F)
