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Atlanta, GA – (September 20, 2022) Vice Presidents – Retirement, Chris Nyland and Kenny DePaola of Fulcrum Partners, a OneDigital Company, will be featured presenters at the upcoming NAIFA Advanced Practice Symposia. Scheduled for September 29, 2022, at the Radnor Hotel in St. Davids (Philadelphia), Pennsylvania, the event will include high-impact presentations by thought leaders in financial planning and insurance.
Chris Nyland and Kenny DePaola will address the topic of Expanding Your Business Client Opportunities with Nonqualified Benefits. “The business marketplace is challenging,” said Chris Nyland. “Financial planners and advisors have become ‘frontline responders’ on the economy as their clients turn to them for help navigating today’s changing tax and regulatory environments.”
Kenny DePaola said, “Our presentation will help advisors untangle the confusion created by complex regulatory issues and a changing economy and help them better define their role as an indispensable resource for their business owner clients.”
The National Association of Insurance and Financial Advisors (NAIFA), in conjunction with the Society of Financial Service Professionals (FSP), has organized the half-day symposia to equip NAIFA, FSP, NAEPC Members and other financial planning professionals for growth and success in today’s marketplace. Continuing Education Credits will be offered to licensed professionals in insurance, legal and certified financial planning (CFP).
To learn more about nonqualified deferred compensation, contact any member of the executive benefits team. For weekly insights about deferred compensation and other executive benefits strategies, follow Deferred Compensation News.
About Fulcrum Partners, a OneDigital Company
Fulcrum Partners (fulcrumpartnersllc.com). With a team of experienced industry professionals who serve with diverse skillsets, targeted experience, and in-depth expertise in executive compensation and benefits consulting, the financial professionals at Fulcrum Partners, a OneDigital Company, focus on an integrated approach to the design, financing, and plan administration of executive benefits programs. Initially founded in 2007, today the company is part of the OneDigital advisory firm and has executive benefits advisory offices in Atlanta, Georgia; Chicago, Illinois; Charleston and Bluffton, South Carolina; Cleveland, Ohio; Delray Beach, Orlando and Ponte Vedra, Florida; Los Angeles and Irvine, California; Portland, Oregon; Salt Lake City, Utah and Dallas/Fort Worth, Texas.
OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness, and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 3,000 advisors to deliver the most modern and intuitive customer experience anywhere in the industry.
OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit OneDigital.com.
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.
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