NQDC Webinar

Join Our Intro to NQDC Webinar

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Spots are still available for tomorrow’s NQDC Webinar. Sign up now.

Do you have questions about nonqualified deferred compensation plans (NQDC), how they work, and how they might benefit you, as an executive, or your organization?

You are invited to join Monte Harrick, Fulcrum Partners, Vice President Retirement, as he hosts an informal webinar designed to answer the most frequently asked questions about NQDC plans.

The no obligation, free NQDC webinar is scheduled for Tuesday, September 28 at 2 PM Eastern Time /11 AM PDT. Sign up is as easy as clicking monteharrick.oureliteexperience.com/BOPW0001 to reserve your spot.

The Challenges of Saving for Retirement

A nonqualified deferred compensation plan provides a tax-efficient way for organizations to strategically invest in the financial wellness of key workers who can be critical to the continuity and success of the organization’s goals.

American workers are projected to need 70 to 90 percent[i] of their preretirement income to maintain their current standard of living after they leave the workforce. But higher earning employees face a significant gap in what they can save under the limitations of a qualified plan and what they will need. Companies, as plan sponsors, are positioned to have a profound and beneficial impact on the capacity of highly compensated employees to save effectively for retirement or future goals.

If your organization is not taking advantage of the opportunities afforded through nonqualified deferred compensation plans, you have to question, “Why not?”

Join Monte Harrick tomorrow for Intro to NQDC Webinar. Learn how nonqualified deferred compensation plans benefit both employers and employees.

Register Now: monteharrick.oureliteexperience.com/BOPW0001

[i] https://money.cnn.com/retirement/guide/basics_basics.moneymag/index5.htm

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.

Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through CapAcuity, LLC; Lion Street Advisors, LLC (LSF) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI, LSF and CapAcuity, LLC. are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.

Unless otherwise noted, VAI/VSI, LSF are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.

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