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We are OM Financial Group

SERP 301 – Best Practices & Success Stories

Our Speakers

Bruce Smith
Bruce D. Smith, CFA®
Senior Partner,
OM Financial Group
Christopher Jones
Chris Jones, ChFC®, CLU®, CFP®
Senior Partner,
OM Financial Group


10/27/2021 2:00 pm ET



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.

During this webinar, we will share some best practices that our clients have put in place to ensure their SERP does what it was designed to do.. We also address:
  • Early payouts
  • Split death benefit
  • Standard plan
  • Vesting options
  • Succession planning
  • Executive termination