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Pension Webinar Course - Session 4: Ins and Outs of a Defined Benefit Plan

Does your small business meet the requirements for a Defined Benefits Plan? Find out in this webinar with David Blain, CFA, author of Invest in Your Life, Not Just Your Portfolio, CEO and Founder of BlueSky Wealth Advisors as he discusses the two main types of Defined Benefits Plans and who is eligible for each.

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401(k)s: Making the Most of the Match

BlueSky Wealth Advisor John Gjertsen CFA, CFP®, EA is located in Acworth, Georgia. The beginning of a calendar year is the perfect time for employees to re-evaluate their strategy for saving in a retirement plan, such as a 401(k). With limits that frequently change and a complicated array of tax and plan rules, taking full advantage of employee benefits can sometimes be a tricky proposition.

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NAPFA-Registered, Fee-Only Financial Advisors

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