Cash Balance Coach®

Register for the OCTOBER 8 and 9 Training and Certificate Program

Are you interested in growing your 401(k) and wealth management practice? Join more than 3,500 financial advisors and retirement professionals who have completed our highly rated training program. You’ll learn key strategies for business growth, partnering with the nation’s cash balance leader to take advantage of the fastest-growing segment in the retirement industry today. Webinar recordings will be available after the event so you can complete your training at your own pace.

Join Our Complimentary Cash Balance Coach® Program

Our next event is being held on Tuesday, October 8, and Wednesday, October 9, 2024.

Cash balance plans can differentiate you in the marketplace, as not many advisors understand them. Let us help you gain an immediate competitive advantage. FuturePlan will host training events featuring Dan Kravitz, National Practice Leader for Cash Balance Plans, and Ken Guidroz, Cash Balance Specialist.

Register Today!