Harris Construction Breakfast Series: How Deferred Compensation Plans using Insurance Can Help Your Business

Your business can play an important role in providing additional retirement income and safety for you and your key employees. If you’re an owner of a closely held business, you have unique needs and considerations to think about when providing these benefits. A nonqualified deferred compensation plan using insurance can help solve your challenges and serve your company’s needs.

In this breakfast seminar, our partner, Robert Shappee, will review the fundamentals of these types of plans, the taxation of these plans, share the top reasons these types of plans are valued by both employees and employers.

Breakfast and 1 credit of CPE will be provided.

The deadline to register is March 23rd. 

Prerequisites:
This is a group-live program at the Basic level. No prerequisites or advanced preparation required.

Upon completing this course, you will be able to:

• Identify the four categories of nonqualified deferred compensation plans
• Distinguish the difference between unfunded and funded plans
• Identify the tax implications of having a deferred compensation plan

CPE Credit: 1

This is a 60 minute course that earns 1 CPE credit in Specialized Knowledge