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 of
Janney Montgomery Scott in Wash DC: https://www.linkedin.com/in/erikfrommcfp/

Connect with Les Risell | Senior Retirement Specialist – Janney
Montgomery 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/