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Course Details

Retirement Plans for Your Successful Clients

Course Details: Open

Date: 6/19/2020

Time: 1:00 PM - 4:45 PM

Location: On-Line

Course Type: CPA Technical

Credits: 4.00

Course Level: Basic/Technical

Instructor: Mike Radakovich, David MacLennan

Audience: CPAs and other financial professionals with small business clients.

Price: $130.00


This course covers the use of defined benefit and cash balance plans to enable business owners to achieve their financial goals. 


Often-overlooked, defined benefit plans and cash balance plans can provide needed retirement funds, plus substantial tax relief for successful business owners nearing retirement. These plans provide alternatives to 401(k) plans that aren't always the best solution for clients with ample cash flow, but below-average balances in their  retirement plans.

Defined benefit and cash value plans can also be combined with 401(k) plans to provide retirement income to the business owner and to facilitate transfer of the business to the younger generation of family members. With careful planning, these plans can be structured to support a surviving spouse or be passed on to the participant’s children. Although the plans require careful design and actuarial computations, the tax savings more than offset implementation costs. This course will help you gain the knowledge to confidently advise your clients regarding which financial options best fit their needs and goals.


Mike Radakovich - CLU, ChFC, and CFP®  Mike is a highly respected Financial Planner with many years of experience in the insurance and financial services industry. Mike focuses on helping successful, small business owners and hardworking individuals and their families develop well-rounded financial plans and manage their assets. Mike is the founder of Summit Advisors NW, a local wealth advisory firm located in Portland, Oregon offering securities and advisory services through KMS Financial Services, Inc.

David MacLennan - FCA ASA EA MSPA COPA  Owner of the Creveling MacLennan Company in Portland, Oregon, David is a consulting actuary who specializes in defined benefit plans. David has twenty-six years experience in the administration of qualified retirement plans. Self-employed since 1993, David focuses primarily on defined benefit and cash balance plans, along with profit sharing plans, 401(k) plans, and cross-tested profit sharing plans. David is a graduate of Reed College, Portland, Oregon.