"Financial Wellness" Educational Series EXECUTIVE SERIES
“Financial Wellness” Educational Series
“Financial Wellness for Executives” – Through working with The 401k Concierge’s Executive Resources, executives gain the foundation to create a comprehensive plan specific to their unique needs – one that takes a strategic look at risk, reward, time horizon, liquidity needs, inter-generation planning, tax issues and other considerations. Topics include:
Advanced Estate Planning
- Marital Deduction
- Irrevocable Life Insurance Trusts (ILITs)
- Family Limited Partnerships
- Charitable Remainder Trust
- Credit Shelter Trust and QTIP Trust
Estate & Succession Planning For Businesses
- Importance of having a Business Continuation Plan
- Buy-Sell Agreements
- Transfers strategies
- Business Valuation
- Protecting against the loss of a key employee
Qualified Plans
- Defined Contribution Plans
- Defined Benefit Plans
- Employee Stock Ownership Plan (ESOP)
Fiduciary Standards and Responsibilities
- What is a fiduciary?
- Procedural prudence
- analyze current position
- diversify - allocate portfolio
- formalize investment policy
- implement investment policy
- monitor and supervise