What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
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What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
The Tax Savings Strategy That Every Business Owner NEEDS to Hear | The Next Level Advisor Podcast
The Next Level Advisor
18 minutes 36 seconds
1 year ago
The Tax Savings Strategy That Every Business Owner NEEDS to Hear | The Next Level Advisor Podcast
Today we're joined by Scott McHenry, President and Chief Actuary of McHenry Advisors, as he shares about the power of cash balance plans. If you're an advisor with business owners who are looking for tax savings, this is a strategy you need to be aware of.
The Next Level Advisor
What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
