Breakfast with the Experts - Spring 2019

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Event description


Beyond the 401(k)
Breakfast with the Experts

Business owners and executives may pay 50% or more in combined annual taxes. While the 401(k) is a powerful retirement savings tool, these plans alone are often insufficient for high income earners to achieve their goals.

Join us to learn from leading national experts how to optimize your company’s retirement savings program “beyond the 401(k).” Advanced plan design and tax planning solutions allow owners and executives to maximize tax deferred contributions, accelerate savings and immediately lower taxes.

Dayton Workshop | Tuesday, April 30th, 2019

Moraine Country Club
4075 Southern Blvd.
Dayton, OH 45429

RSVP by Thursday, April 25th

Columbus Workshop | Wednesday, May 8th, 2019

Scioto Country Club
2196 Riverside Dr,
Columbus, OH 43221

RSVP by Thursday, May 2nd

*Please choose which location you would like to attend when registering


7:30 - 8:00 AM - Breakfast
8:00 - 11:00 AM - Presentations

Steve Stone | Kravitz, Inc. | Regional Sales Director

Brian Hanna, AIF®* | Everhart Advisors | EVP - Retirement Plans

Chris Anast, CFA | Capital Group | Senior Retirement Strategist

Kirk Penland | Voya Financial | SVP, Non-Qualified Markets


Cash Balance 101

  • Annual Pre-tax Contributions of $100K, $200K or More Per Individual

Non-Qualified Deferred Compensation Plans

  • Recruit, Retain and Retire Key Employees

BONUS TOPIC: Defined Benefit Pension Plans

  • Liability Driven Investing
  • Termination Strategies

3 hrs CPA/PHR CE Credit

Please bring your ticket with you to help speed up the check-in process! Either print them out or access them through your mobile device.

Securities are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, Member FINRA/SIPC. Financial Advice is offered through Everhart Advisors a Registered Investment Adviser. Everhart Advisors is not a subsidiary or control affiliate of MACC.

*For more information visit:

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