Cash Balance Coach® Training On-Demand Event Recordings
Gain a Competitive Advantage with Cash Balance Plans
Thank you for registering and your interest in our recent webinar on growing your practice with cash balance plans. If you could not attend or would like to experience the training again, you can now watch the replay on demand.
Session Recording
The Cash Balance Coach® Program has provided over 5,000 financial advisors and retirement professionals with strategies for incorporating cash balance into their practices.
During our most recent event, we explored why cash balance plans have outgrown 401(k) plans by nearly 8x in 20 years—and provided eight sales tips so you can start prospecting today.*
Key takeaways included:
- Plan features and case studies
- Investing principles
- Strategic sales tools
*Source: FuturePlan’s 2025 Cash Balance Outlook and Trends Report.
Webinar speakers
Dan Kravitz
Ken Guidroz
National Practice Leader, Cash Balance Plans
FuturePlan
Dan Kravitz leads the Cash Balance Center of Excellence at FuturePlan, bringing decades of expertise as a pioneer in the field. Formerly President of Kravitz, a top cash balance firm, Dan co-authored Beyond the 401(k)—a go-to resource for advisors looking to grow their retirement business. He is a Certified Pension Consultant and a recognized thought leader in advanced retirement plan design.
Cash Balance Sales Director
FuturePlan
Ken Guidroz is a nationally known expert in cash balance plans and Sales Director at FuturePlan. He helps businesses accelerate retirement savings through custom plan design and speaks regularly to financial professionals nationwide. Ken co-authored Beyond the 401(k) and co-created Cash Balance Coach®, the industry’s leading advisor training program.
Request a cash balance illustration
Do you have clients looking to accelerate retirement savings and reduce their tax burden? Fill out this quick form to receive a cash balance overview and one of our dedicated FuturePlan cash balance experts will reach out to you.