11:00 am – Webinar entitled “Cash Balance Plans – Turbo Charging Efficiency and Deductibility”, #6000178390. This course is approved for 1-hour Producer General Credit and will focus on what a cash balance is, how it works, and how a 401(k) combo plan allows small-business owners to save for retirement effectively, plus much more!

12:00 noon – Lunch, networking & keynote speaker. We are fortunate to have Dan Duncan from Duncan, Only & Watkins, P.C. as our keynote speaker.

Dan is an Enrolled Agent with the IRS and an Accredited Tax Advisor with over 45 years of experience. Although he entered into semi-retirement in 2023, he serves on several community boards and enjoys giving back to the Stillwater Community. He will educate us on Everything We Need to Know About Taxes!