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Webinar

SERP 101 – General SERP Overview

Our Speakers

Bruce D. Smith, CFA®
Senior Partner,
OM Financial Group
Chris Jones, ChFC®, CLU®, CFP®
Senior Partner,
OM Financial Group
Morgan McKinney
Executive Benefit Consultant,
OM Financial Group
Tim Strandquist
Executive Benefit Consultant,
OM Financial Group
Tammy O’Hara, CCUE®, AAI®, CCD®, CIE®
Executive Benefit Consultant,
OM Financial Group
Kirk Kordeleski, CCE®
Executive Benefit Consultant,
OM Financial Group

Time

01/09/2023 1:00 pm ET

Location

Zoom

Register Now

To register: Please click ‘Register Now’ above and fill out the form. We will forward the Zoom link after we receive your request.

If none of these dates work for you - no problem! We would be glad to schedule a custom time and date for the presentation. Feel free to share the schedule with anyone you think would benefit from participating.

An overview of the rationale for a SERP and how the two available options work.

  • Differences between a 457(f) and Split Dollar
  • Impacts of a SERP to the credit union and executive from both an income and tax perspective
  • NCUA examiner guidance and tax law changes
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Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). O.M. Financial Group, LLC is not a subsidiary or affiliate of MML Investor Services, LLC, or its affiliated companies. Supervisory Office: 101 Federal Street, Suite 800, Boston, MA 02110. Tel: 617.439.4389. CRN202302-278748

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