Presented by William Fortner

Traditionally, companies chose between implementing either a Defined Contribution Plan, such as a 401(k)/profit sharing plan, or a Defined Benefit Plan. Each type of plan has benefits and limitations. Bill will discuss the benefits and features of Defined Benefit Plans and the opportunity that recent tax law changes present. These rule changes have fostered the resurgence of qualified retirement plans, especially for partners/owners looking for larger tax deductions and asset protection.

The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.