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Welcome to The WP&BC San Diego Chapter

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October Lunch Meeting: Greater Tax Savings using Cash Balance Plans 2014

  • Thursday, October 23, 2014
  • 11:30 AM - 1:00 PM
  • DoubleTree Hotel - Mission Valley, 7450 Hazard Center Dr., San Diego, CA 92108


Registration is closed

Please join us for:  Greater Tax Savings using Cash Balance 2014

Our speaker will be Ken Guidroz, Director of New Plan Design, at Kravitz.

In today’s rising tax environment, many business owners and partners of firms are looking for larger tax deductions and accelerated retirement savings. Cash Balance Plans may be the solution for them. Get an update on the latest design options and features of Cash Balance Plans for you and your clients.

  • Tax deductions of $50,000 to over $200,000
  • Who is a good candidate and who is not?
  • How to explore Cash Balance for your client
  • Cash Balance investment options

This lunch meeting will be held at the DoubleTree Hotel, 7450 Hazard Center Drive, San Diego, California 92108. Doors open at 11:30 a.m. for registration and networking, and the presentation will run from noon to approximately 1:00 p.m. 

The reservation deadline for the meeting is Friday, October 17, 2014.

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:
Lori Mason, Chapter Administrator

Phone: 619-405-3874

San Diego Chapter
PO Box 600302
San Diego, CA   92160-0302

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