Join OM Financials’ Executive Benefits Specialist’s for an informative Webinar as they share their years of experience and cover:

  • Aspects of board oversight of a supplemental executive retirement plan (SERP) plan
  • The risks to the credit union and the executive based on the SERP design and products utilized
  • Mitigation strategies should any material weaknesses in design or product performance be uncovered

This webinar is free of charge and will be broadcasted on Zoom.


This webinar is presented by:

Presenters: Chris Jones, ChFC, CLU, CFP, Senior Benefit Consultant, Partner & Bruce Smith, Senior Benefit Consultant, Partner, OM Financial


Click Here to Register

July 15

10:00 AM – 11:00 AM EST