January 2, 2026
NL Insider Jan 8- Tactical Tuesday | The Dollars and Sense of Qualified Plans
Build knowledge, confidence, and stronger CPA partnerships through this year’s Advanced Sales webinar series.
Celebrate Financial Wellness Month by helping business owners save time and money by implementing a qualified plan today.
Almost one-half of U.S. workers lack access to a workplace retirement plan. 1
During this webinar, we’ll break down what small business owners need to know about qualified plans by answering three important questions:
- Why should a small business consider a qualified plan?
- What are the types of qualified plans?
- What are the tax benefits of a qualified plan?
Program knowledge level: Overview
Qualified Plans:
A Strategy that Makes Both Dollars and Sense
Tuesday, January 27
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.
1 The Retirement Plan Access Gap: Why It Exists, What States Are Doing About It, and Principles for Decisive Federal Action November 2024
