Save the Date! NQDC Plan Enrollment Checklist Webinar

October 19, 2020

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On Tuesday October 27, Fulcrum Partners will host an informative Nonqualified Deferred Compensation NQDC Plan Enrollment Checklist Webinar. Led by Fulcrum Partners Managing Director, Monte Harrick and Financial Consultant Kenny DePaola, this information-packed event is designed to help alleviate some of  the stress and uncertainty that comes with making important decisions now in order to avoid remorse when plan payouts begin later. 

Event: Open Webinar

Topic: “Enrolling in a Nonqualified Deferred Compensation Plan. What Participants Need to Do Now!”

Date: Tuesday, October 27, 2020

Time: 11:00 AM Pacific Time/ 2 PM Eastern Time

Register Now for the NQDC Plan Enrollment Checklist Webinar

Sign up is simple. Complete the form below and you will receive your Zoom login credentials.

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If you’ve ever had questions about how much to defer, when to take distributions, how to change distribution elections (and why) or the complexities of tax planning, you’ll want to register for this educational webinar. 

Attendance is limited to first 100 registrants. Be sure you reserve your seat now. 

#webinar #nqdc

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.

Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through Lion Street Advisors, LLC (LSA) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI and LSF/LSA are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.

Unless otherwise noted, VAI/VSI, LSF/LSA are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.

Lion Street Advisors // Lion Street Financial

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