“Part 2: Retirement Planning for Bank Owners and Key Executives” 7/11/2017
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Are you and your company prepared for retirement? Retirement planning is often overlooked and is a primary reason businesses are sold under pressure. In this webinar, we will discuss proper retirement planning to ensure a smooth transition of the business. A successful plan requires preparation, discussion and action. Join us to make sure you are covered and taking the right steps as retirement approaches.
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“Part 1: Bank Succession Planning: The Facts that Must be Addressed” 3/8/2017
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As Senior Leadership teams in the banking industry approach retirement, developing the bank’s succession plan is critical. Equally as important is retirement planning, estate planning & key employee retention. In this webinar, EBN will discuss five key areas including succession planning that need to be addressed when looking at the future of the bank.
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“Worried About Losing Future Leaders? 9/28/2016
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What can you do to keep future leaders at the company? EBN will educates you on ways to reward leaders in your company and how to build a valuable retention mechanism.
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“Succession Planning for Community Banks” 9/3/2014
Watch the recorded webinar HERE.
Discuss tips to develop a detailed, well communicated business succession plan. Materials will be helpful for Presidents, Chief Officers and Board Members to review as rural depopulation, consolidation and aging demographic questions arise. Presented by R. David Fritz, Jr., CLU and Patrick J. Marget, JD, CPA, CFP, CLU of Executive Benefits Network.
To download the slides featured in the webinar, please click HERE.
“Bank Compensation and Nonqualified Executive Benefit Plan Study” 5/21/2014
Discuss EBN’s Bank Compensation and Nonqualified Executive Benefit Plan Study and options. Materials will be helpful for Presidents, Chief Officers and Board Members to review as compensation and benefit questions arise. Presented by R. David Fritz, Jr., CLU– Managing Partner and Co-Founder of Executive Benefits Network.
To download the slides featured in the webinar, please click HERE.
“Tax Effects on BOLI & Nonqualified Plans in Bank Mergers & Acquisitions” 10/16/2013
R. David Fritz, Jr, CLU- Managing Partner and Patrick J. Marget, JD, CPA, CFP, CLU- Managing Director of Executive Benefits Network’s Milwaukee office break down the tax effects on BOLI, Split Dollar and Nonqualified Plans in bank mergers and acquisitions with the help of Melaine D. Brandt, CPA- Partner at Wipfli LLP as the guest panelist.
To download the slides featured in the webinar, please click HERE.