Cash Balance Retirement Plans & Your Business Exit Ft. Erik Fromm and Les Risell

In this episode we discuss the effective use of Cash Balance Retirement Plans in planning your exit with Financial Advisor Erik Fromm and Retirement Specialist Les Risell.Connect with Erik Fromm | Financial Advisor – CSG Capital Partners ofJanney Montgomery Scott in Wash DC: https://www.linkedin.com/in/erikfrommcfp/Connect with Les Risell | Senior Retirement Specialist – JanneyMontgomery Scott: https://www.linkedin.com/in/lrisell/Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.