In a Year of Uncertainty…Tools to Plan, Provide and Protect

$15.00 – $35.00

Description

Presented by:

  • Ben Duenwald, CEPA, CPFA, C(k)P®, CFP®, CRPC®, Wealth Management Advisor
  • Jacob Barnhart, CPFA, C(k)P®, Senior Financial Advisor
  • Brian Bray, CPA, Business Advisor, Dental Accounting Pros
  • Hayden Taylor, ERISA Attorney at Hunnex & Shoemaker, Inc.

CE Credit: 1.5 Hours

AGD Subject Code: 130 Electives

Course Description:

  • Going Beyond Investments
  • What steps are needed to Plan, Provide, and Protect your practice, family, retirement, and the most important things to you?
  • Cash Balance Plans: A retirement plan to reduce taxable income substantially
  • Intentional and Organized Planning
  • Practicing financial conservatism

VIRTUAL MEETING ACCESS:

This on-demand webinar is available in the Washington AGD Learning Portal.

About Hayden Taylor

Hayden is an ERISA Attorney with Hunnex & Shoemaker, a retirement plan third-party administrative firm based out of Seattle. A graduate of the University of Southern California and the University of Washington School of Law, Hayden has been working in the ERISA field for nearly a decade. His primary focuses are assisting Employers in designing and implementing qualified retirement plans for their employees and principals, and overseeing IRS and Department of Labor compliance for the nearly 700 retirement plans administered by Hunnex & Shoemaker.

Course Details

CE Hours

1.5 Hours
Subject Code

130 Electives

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AGD-Washington

19415 International Blvd Ste 410
SeaTac, WA 98188-5366
AGD Provider ID # 219331
(206) 212-4969
www.washingtonagd.org

Nationally Approved From 6/1/2018 – 5/31/2024
Approved PACE Program Provider FAGD/MAGD Credit Approval does not imply acceptance by a state or provincial board of dentistry or AGD endorsement.
 

The Washington AGD Continuing Dental Education Committee gratefully acknowledges corporate partners of our programs for their generous support. CE program providers and instructors will disclose to participants any monetary or other special interest the program provider may have with any corporate partners products they are discussing in CE activities. Disclosure will be made in publicity materials and at the beginning of the presentation itself in accordance with our PACE Commerical Support Guidelines. 

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