Executive Retirement Savings Andy Hart

Video Webinar with Andy Hart: How Qualified Plans May Be Failing to Serve Executive Retirement Savings Goals

April 21, 2022

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Most corporate retirement plans fall short in supporting executive retirement savings goals. Webinar-style video with SVP – Retirement, Andy Hart, talks about filling the gap.

Fulcrum Partners, a OneDigital Company, Senior Vice President- Retirement Andy Hart hosts an informative full-access, pre-recorded video, “How Qualified Plans May Be Failing to Serve Executive Retirement Savings Goals.”

Topic: How Organizations May Be Underserving the Retirement Savings Needs of Their Team at the Top

Host: Andy Hart, SVP – Retirement, Fulcrum Partners, a OneDigital Company

Login: This webinar-style video is offered as a full-access event. No registration is required, and no login credentials are needed.

Additional materials are available here in #Report format: Why Executive Retirement Savings Plans Benefit from NQDC

For questions or more information, please contact Andy Hart directly at:

O: 703.807.5824 C: 703.966.4679

Or reach out to any member of the Fulcrum Partners team.

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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