Skip to main content
We are OM Financial Group

SERP 301 – SERP 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


01/12/2023 12:00 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.

Key decisions and best practices for boards during the implementation of a Split Dollar SERP to ensure everyone’s goals are met – including early payouts, vesting options, succession planning and more.