Supplemental Retirement Plans for Executives and Entrepreneurs VTC

  • 16 Nov 2016
  • 12:30 PM - 3:10 PM
  • Double Tree Suites 2601 Richmond Road Lexington, Kentucky


Registration is closed

      Lexington Chapter of Financial Service Professionals
"Supplemental Retirement Plans for Executives and Entrepreneurs VTC" 
                  Wednesday, November 16, 2016  
           12:30 a.m. - 3:10 p.m.

   Double Tree Suites
2601 Richmond Road
Lexington, Kentucky
This leading-edge VTC will explore the ways in which astute advisors can help their clients who are high-salaried executives and small-business owners attain their goal of maintaining their lifestyle in retirement with supplemental income streams, including consideration of areas of retirement planning that are not governed by the new Department of Labor fiduciary guidelines.  Our expert panel will address supplemental retirement planning for three distinct client groups: highly paid executives, entrepreneurs of growing companies, and entrepreneurs of mature businesses.

Attendees of this program will learn:
• Strategies to help high-earning clients supplement their pensions to maintain their preretirement lifestyles throughout their retirement years
• How to address the specific needs of highly paid executives, entrepreneurs of growing companies, and entrepreneurs of mature businesses
• Information about areas of retirement planning that are not governed by the DOL’s new fiduciary guidelines
• Keys to communicating complicated techniques in simple terms that clients can understand

The multidisciplinary panel will provide practical information illustrated by real-world examples, and an understanding of the benefit of a collaborative approach among the team of advisors in achieving client goals.

Who Should Attend: Attorneys, CPAs, Business & Compensation Planners, Retirement Planners, Investment Advisors, Financial Planners, and Insurance Producers.

Lynne F. Stebbins, JD, AEP, CLU, ChFC, is Principal, Senior Legal Consultant with Mercer H&B Executive Benefits & Private Client Life Solutions. Lynne analyzes and offers solutions for clients’ estate and business planning by working collaboratively with clients’ advisors. Her expertise is in the peculiarities and tax rules specific to nonqualified deferred compensation, life insurance contracts, and associated transfer and financing techniques.
Michael Bree, CFP, CLU, ChFC, is a principal and cofounder of Pillar Wealth Advisors, LLC. Michael entered the financial services business in 1990 and has helped entrepreneurs and professionals coordinate and develop strategies to achieve their business and personal goals. His practice has developed a national prominence in helping entrepreneurs develop plans and strategies regarding their often largest asset, their business.
Kathleen W. Bilderback, JD, LLM, AEP, is a founding member of Affinity Law Group, LLC, a firm dedicated to providing legal services to businesses, their owners and executives at every stage of their life cycles. She specializes in estate, business and executive benefits planning and estate and executive compensation planning with life insurance. Formerly, she was a member of the Advanced Markets Group of MetLife, where she provided training and advanced underwriting support for the top producers of MetLife and its subsidiaries. Prior to joining GenAmerica Financial (a MetLife company) in 1996, she was in private practice.

This program has been submitted for 2 hours of insurance, legal, accounting, CFP®, ICB, and PACE credits. 

Lunch is included

      Registration fee:
      $20 Member pay on-line in advance
$25 Member pay at door
  $50 Potential Member

FREE for Members that bring a First Time
Membership Eligible Guest.  Guest is also FREE.

Not a current Member?
Click the link below to join!

Corporate partners are vital to the on-going success of the Lexington Chapter of FSP.  We are committed to maximizing this investment by offering various levels of participation. 
Lexington Chapter FSP Board of Directors:
Melissa Gayheart JD--President
Jeff Schriefer, CTFA--Vice President     
Daniel King, CPA, CFP, PFS--Secretary/Treasurer 
      Timothy Dunn, JD--Immediate Past President 
      Malinda A. Shepherd, MFS, CLU, ChFC   
      William Atkins, CPA
 Robert Williams, CFP, APR, AIF
 William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF
Genevie Osborn, MBA
     Elden Cox, CIC  
Randall Young, CFP
Taylor Stuckey, CPA, JD, MS 

 FSP Lexington - PMB 150-042 3735 Palomar Center Dr, Lexington, KY 40513 - 859.893.1861
 Lexington Chapter of Society of Financial Service Professionals. 
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