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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.
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