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Professional Development Meeting - January 9, 2024

Cash Balance Plan - The Best Retirement Plan You've Never Heard Of

Many business owners and partners in high-profit businesses regularly seek additional tax deductions. Cash Balance Plans provide tax savings that are significantly larger than those allowed in a 401(k) plan. Business owners can use these tax savings in any way they want. Owners and partners use Cash Balance Plans to build wealth that is separate from their business, which reduces the risk of having all retirement assets tied to the business. Since businesses can select who participates in the plan, they are ideal to retain and recruit partners and employees. The Cash Balance Plan is one of the best tax strategies for owners and partners in high-income businesses.

Stop Forcing Employee Motivation…Find It!

Amidst plummeting employee motivation and waning job satisfaction, even the best efforts of today's leaders are struggling to maintain a motivated workforce. During this session, we will unveil an innovative scientific approach to revitalizing employee motivation and delve into the discovery of the 23 core intrinsic drivers that fuel your passion and those of your team.

As a benefit to the event, you’ll receive complimentary access to the Motivators Assessment—a $60 value. You will also gain a comprehensive understanding of your results, as well as learn how to harness these insights to supercharge your own work and foster a thriving, diverse team that excels.

About the Speakers

Robert Jacobs

Rob received a Master’s degree in Mechanical and Aerospace Engineering from Utah State University where he designed and built rockets and satellites. He completed a Ph.D. from Stanford University in Mechanical Engineering where he studied computational fluid dynamics.

He has developed business software for numerous Fortune 50 and smaller companies in financial services, investment management, and other industries.

He co-founded his first Registered Investment Advisor (RIA) firm in 2008 and subsequently founded White Pine Financial. He specializes in Cash Balance plans, which help owners of high-profit companies receive large tax deductions and quickly save for the future. He helps small businesses setup and manage 401(k) plans, and guides individuals and families to financial success. Rob holds both the Chartered Retirement Plans Specialist™ (CRPS) and Certified Plan Fiduciary Advisor® (CPFA) designations.

Paul Yoachum

For more than 20 years, Paul Yoachum has helped thousands of individuals, teams, and organizations (from large multi-national corporations to emerging start-ups) reach their goals and drive improvement.
 
As a cofounder and managing partner of FindMojo, Paul is a co-creator of The Motivators Assessment, the world’s #1 tool for assessing workplace motivation and co-author of the bestselling book Find Your Mojo. A teacher at heart, Paul is the master trainer and lead instructional designer behind world-class programs such as Find Your Mojo, What Motivates Me, All In, Leading with Gratitude, and Core Motivators for Sales Performance. These programs and tools have been used by 75% of the Fortune 500.
 
With a unique blend of wit and wisdom, Paul approaches each engagement with a personable style that relates equally well to senior leaders, middle management, and the front line. He is a frequent speaker at training and leadership events where he speaks on a variety of organizational management and leadership topics. Whether coaching sales leaders, teaching a leadership course, delivering a speech, or consulting on a culture transformation project, Paul’s passion is building high-performance teams where people are engaged, enabled, and energized.