February 9, 2026
Tactical Tuesday | Design to Align: Create an Efficient Qualified Plan for Small Business Owners
Build knowledge, confidence, and stronger CPA partnerships through this year’s Advanced Sales webinar series.
Continue to celebrate National Financial Wellness Month and help business owners understand the benefits of an efficient qualified plan design.
Only 37% of small businesses with 1 to 49 employees offer retirement plans. 1
During this webinar, we’ll break down what small business owners need to know about qualified plans by answering three important questions:
- What objectives drive an owner to establish a qualified plan?
- How can a well-designed qualified plan support employees and still prioritize the owner’s goals?
- Which types of qualified plans allow employers to allocate higher contributions to owners and key employees?
Program knowledge level: Intermediate
Design to Align:
Create an Efficient Qualified Plan for Small Business Owners
Tuesday, February 24th
1:00 p.m. ET; 12:00 p.m. CT
Expand your expertise–register for the complete Tactical Tuesday webinar series.
Each session breaks down key Advanced Sales concepts in clear, easy-to-follow formats designed to help you learn, grow, and build confidence.
This series also offers an excellent opportunity to cultivate CPA relationships. CPAs who register and attend will earn one CPE credit per webinar.
All webinars begin at 1:00 p.m. ET; 12:00 p.m. CT.
Registration is limited.
Learning Objectives: The attendees will be able to understand the webinar concept at a high level to help them identify needs and introduce the information to clients | Each Webinar Designed for: 1 CPE credit | Course Level: Varies | Delivery Method: Group Internet | Prerequisites: None | Advanced Preparation: None | Cost: None
Complaints: Complaints should be submitted in a written format to the program sponsor. Cases will be addressed on an individual basis. National Life Group (NASBA I.D. #103339) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. The State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
1 Increasing Retirement Plan Adoption Among Small Businesses | U.S. Chamber of Commerce February 2024
TC8760027(0226)1
