Oct 8, 2018
Ken Marblestone, JD, a partner with The MandMarblestone Group LLC in Philadelphia, is a proponent of creative retirement plan design for closely held businesses. In this preview of his session at PICPA’s 2018 Personal Financial Planning Conference on Nov. 8, he discusses how financial planners can use defined benefit and cash balance plans to generate significant deductions and retirement savings. Read the full podcast transcript.