Monmouth-Ocean Counties Chapter of the Society of FSP Hosts November 16, 2016 Lunch & Learn VTC

The Monmouth-Ocean Counties Chapter of the Society of Financial Service Professionals (FSP) will present its latest Video Teleconference, Supplemental Retirement Plans for Executives and Entrepreneurs, on Wednesday, November 16, 2016, at 1:00 PM – 3:10 PM, International Planning Alliance LLC. 1040 Broad Street, Suite 202, Shrewsbury, NJ 07702.

Advisors are aware that high-salaried executives and small-business owners share a need for supplemental income streams in retirement, as their pensions alone will not provide sufficient means to sustain the lifestyles they grew accustomed to during their working years. This VTC will explore the ways in which astute advisors can help these individuals attain that goal, including consideration of areas of retirement planning that are not governed by the new Department of Labor fiduciary guidelines.

Moderator Lynne F. Stebbins, JD, AEP, CLU, ChFC, will lead the multidisciplinary panel of experts including Michael Bree, CFP, CLU, ChFC and Kathleen W. Bilderback, JD, LLM, AEP in the discussion of supplemental retirement planning for three distinct client groups: highly paid executives, entrepreneurs of growing companies, and entrepreneurs of mature businesses.
Attorneys, CPAs, business and compensation planners, retirement planners, investment advisors, financial planners and insurance producers are encouraged to attend, as they will learn not only strategies and techniques to help high-earning clients, but also keys to communicating complicated techniques in simple terms that clients can understand.

This comprehensive program will focus on practical information illustrated by real-world examples, and demonstrate the value of a collaborative approach among the team of advisors—e.g., with legal documentation supporting financial objectives—in achieving client goals.
A Q & A session will follow the presentation.

Founded in 1928, the Society of Financial Service Professionals is the standard bearer for excellence in professionalism, advanced continuing education, and ethical guidance for the nation’s top financial advisors. FSP has approximately 9,000 members, each of whom holds or is pursuing one or more of the following recognized financial service credentials: AEP, CASL®, CEBS®, CFA, CFP®, ChFC®, CIMA, CLF®, CLU®, CPA, CPCU®, CTFA®, Enrolled Actuary, JD, MBA, MSFS/MSM, REBC®, RHU®, RICP®, and Graduate Degrees in Financial Services. Active in more than 90 Chapters nationwide, Society members assist the public in their efforts to achieve personal and business-related financial goals. For more information about the Society of FSP, contact us at 800-392-6900 or [email protected] Or visit

Leave a Reply