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Cutting Edge Retirement Plan Design for Professional Service Firms

September 29, 2010
12:00 PM - 1:00 PM


Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
1400 Wachovia Tower
420 20th Street North
Birmingham, Alabama


September 29, 2010
12:00 PM - 1:00 PM

An increasing number of business owners are finding that their contributions to 401(k) and profit sharing accounts have reached the maximum allowable amounts. But thanks to the Pension Protection Act of 2006 granting statutory recognition to "hybrid" retirement plans, all is not lost.

Join us for a luncheon seminar to learn about special retirement planning options for professional services firms, such as physician practices, law firms and accountants. Learn about cash balance plan contributions, profit-sharing plans and more.

Presenting this retirement planning concept are Andrea Bailey Powers, Of Counsel with Baker, Donelson, Bearman, Caldwell & Berkowitz, P.C.; Malcomb Massey, President of Corporate Financial Services, LLC; and Steven Sansone, Principal of Kravitz Investment Services, Inc.

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  • Physician practice groups
  • CPAs
  • Tax professionals
  • Law professionals

Program learning objectives

  • Special Retirement Planning Options
  • Cash Balance Plan Contributions
  • Profit Sharing Plans

Prerequisites: Basic knowledge of retirement planning options
Program Level: Intermediate
Advanced Preparation: None
Delivery Method: Group Live

Continuing Education:
Approved for 1 hour of CPE credit

This is a complimentary event and lunch will be provided.

Please share this invitation with others within your organization who would be interested in this topic.

Complimentary parking available in the Birmingham Parking Authority Public Deck #3 located on 4th Avenue North, between 20th and 21st Street on the right hand side of the road. Use the first entrance marked with a public parking sign. When you exit the deck, the office building is directly across the street in the Wachovia Tower. Please bring your parking ticket and our receptionist will validate it for you.

Events Contact

Heather Stripling
T: 205.250.8332
  Email Professional

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