Power Hour Webinar: Cash Balance Plans with Jennifer Baker

Jennifer Baker, CPA, CFP®, RICP, sits down with Dave Lukas, CEO of TaxPlanIQ and host of the Power Hour webinar series, to talk about the value and flexibility of Cash Balance Plans for high-income business owners and how tax professionals can use CBPPs to retain and grow high-value clients.
By Jennifer Baker
Meet the Author

Jennifer Baker, CPA, CFP®, RICP is the founder of Baker Wealth Strategies and brings a wealth of insights informed by twenty-two years of experience in finance, accounting, tax, and business development.

With blunt industry commentary and common-sense wealth management advice, Jennifer is an emerging advocate for more personalized services that deliver measurable results.

She lives in Cypress, TX, with her husband, Justin, and two sons, Lawson and Bennett.

More about the firm

By Jennifer Baker

Get A Plan

We work with business owners and individuals in Texas and across the country.
Let’s schedule a time to talk.

Schedule A Call