Portland Farmer & Betts Annual Seminar




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Portland Farmer & Betts Annual Seminar

October 18, 2018

1:00p - 3:00p Pacific Standard Time

Stockpot Broiler

Stockpot Broiler

8200 SW Scholls Ferry Rd

Beaverton, OR 97008
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Presenter:

Wendy Fuller and Todd Farmer

Event details:

This meeting is designed for accountants and others in the financial community interested in an update on the benefits of plans under current regulations.  This may also serve as a good opportunity for you to personally invite your associates and business partners. 

There is no fee for this seminar which includes training materials and certificate for 2 hours continuing education credit for Insurance, CPAs and CFPs. 

Please register via the button above today!

Topics include:

RETIREMENT PLAN OVERVIEW  

  • Plan Types
  • New Comparability
  • Eligibility
  • Vesting 401(k)

PROFIT SHARING PLANS

  • Design Options
  • One Person UNI(k)
  • Safe Harbor
  • Roth 401(k)

NEW LAWS

  • Tax Cuts & Jobs Act of 2017
  • 403(b) Documents
  • Qualified Business Income (QBI) Deduction

DEFINED BENEFIT PENSION PLANS

  • Cash Balance Plans
  • Qualified Business Income (QBI) Deduction   


Event Registration



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