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Join Kelly Richards and Laurie Ingwersen from Allworth Financial for an exclusive webinar tailored to dental professionals who own or co-own their practice. The discussion will focus on how implementing a 401(k) Profit Sharing Plan together with a Cash Balance Plan (also known as a combo plan strategy) can maximize your tax savings, enhance employee satisfaction, and bolster your retirement savings. By leveraging their more than 40 years of combined expertise, Richards and Ingwersen, along with Tax-Expert Derek Torren and Retirement Plan Administrator Henry DeSpain, will provide insights to help dental professionals navigate if this strategy may benefit you and your practice, fostering a financially secure and prosperous future

Laurie Ingwersen

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