NCMGMA Webinar: Retirement Plans: Why Cash Balance plans are the future!

Northern California MGMA Webinar Presentation:

Presented By:

Wade Behlen, AIFA

Managing Director Retirement Plans/Foundations

Wealth Plan Partners

DATE: Tuesday, March 15th, 2022

TIME: 12:00pm - Networking

12:15pm - Presentation Begins

NO FEE TO ATTEND!

Please RSVP to Andrea McArtor: ajmcartor@aol.com

ZOOM LOG IN

Meeting ID: 880 8450 3112

Passcode: 248192

*Drop ins welcome!*

Wade has been helping medical groups across the country by designing and managing retirement plans for over 15 years. In this session, learn how other doctor groups have used cash balance plans as an attraction and retention tool for Physicians in their practice/group.

About WealthPlan Partners:

WealthPlan Partners is a Registered Investment Advisor located in Omaha, Nebraska. It was founded in 1987 in order to establish an unbiased financial planning and asset management firm more focused on client success than company sales.

WealthPlan Partners strives to develop innovative solutions to address each client’s situation, focusing on ‘Return on Life’ as well as ‘Return on Investment’. Our mission is to provide a comprehensive customized financial plan to help guide our clients through the challenges of each phase of their lives.