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October 14, 2014

Cashing in on Cash Balance

by The 401k Study Group ®

Join me and Jason Grantz, QPA, AIFA from Unified Trust as we discuss how to grow your business and your client assets with a Cash Balance Plan & Defined Benefit Plan. Unified Trust is a fiduciary and a corpororate discretionary trustee.

Source: www.blogtalkradio.com

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