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