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Last Day to Register: NQDC Enrollment Webinar

November 1, 2021
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Today is the last day to register for this webinar event tomorrow at 10:00 AM Pacific Time / 1:00 PM Eastern Time.

Nonqualified compensation plans provide a way for companies to competitively incentivize and reward key talent, partnering with employees in building retirement security and financial wellness. But enrollment season comes at the time of year many executives are already facing a range of Q4 demands.

You can sign up for the Zoom webinar at https://www.fulcrumpartnersllc.com/enrolling-in-nqdc-webinar/. This information-packed event is scheduled for 10:00 AM Pacific Time /1:00 PM Eastern Time.

“NQ Enrollments: What Executives Need to Do Now” provides cut-to-the-chase retirement plan education that positions you and other executives at your company to make informed, strategic decisions.

Tuesday, November 2, 2021
10:00: a.m. Pacific Time/ 1:00 p.m. Eastern Time
Link to register: www.fulcrumpartnersllc.com/enrolling-in-nqdc-webinar/

 
This well-worth-your-time webinar will dig deep into key topics, including: amounts to defer, understanding timing and form of plan distributions, changing plan elections, tax planning options and other key information for long-term financial stability. If you have coworkers or peers who would be interested as well, please forward this email to them.


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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