MODERATOR

Lynne F. Stebbins, JD, AEP, CLU, ChFC, is Principal, Senior Legal Consultant with Mercer H&B Executive Benefits & Private Client Life Solutions. Lynne analyzes and offers solutions for clients’ estate and business planning by working collaboratively with clients’ advisors. Her expertise is in the peculiarities and tax rules specific to nonqualified deferred compensation, life insurance contracts, and associated transfer and financing techniques.

PANELISTS

Michael Bree, CFP, CLU, ChFC, is a principal and cofounder of Pillar Wealth Advisors, LLC. Michael entered the financial services business in 1990 and has helped entrepreneurs and professionals coordinate and develop strategies to achieve their business and personal goals. His practice has developed a national prominence in helping entrepreneurs develop plans and strategies regarding their often largest asset, their business.

Kathleen W. Bilderback, JD, LLM, AEP, is a founding member of Affinity Law Group, LLC, a firm dedicated to providing legal services to businesses, their owners and executives at every stage of their life cycles. She specializes in estate, business and executive benefits planning and estate and executive compensation planning with life insurance. Formerly, she was a member of the Advanced Markets Group of MetLife, where she provided training and advanced underwriting support for the top producers of MetLife and its subsidiaries. Prior to joining GenAmerica Financial (a MetLife company) in 1996, she was in private practice.

This leading-edge VTC will explore the ways in which astute advisors can help their clients who are high-salaried executives and small-business owners attain their goal of maintaining their

lifestyle in retirement with supplemental income streams, including consideration of areas of retirement planning that are not governed by the new Department of Labor fiduciary guidelines. Our expert panel will address supplemental retirement planning for three distinct client groups: highly paid executives, entrepreneurs of growing companies, and entrepreneurs of mature businesses.

Attendees of this program will learn:• Strategies to help high-earning clients supplement their

pensions to maintain their preretirement lifestyles throughout their retirement years

• How to address the specific needs of highly paid executives, entrepreneurs of growing companies, and entrepreneurs of mature businesses

• Information about areas of retirement planning that are not governed by the DOL’s new fiduciary guidelines

• Keys to communicating complicated techniques in simple terms that clients can understand

The multidisciplinary panel will provide practical information illustrated by real-world examples, and an understanding of the benefit of a collaborative approach among the team of advisors in achieving client goals.

Who Should Attend: Attorneys, CPAs, Business & Compensation Planners, Retirement Planners, Investment Advisors, Financial Planners, and Insurance Producers.

Educational Level: Intermediate-Advanced

CE Credits for National Broadcast Date: This program has been submitted for insurance, legal, accounting, CFP®, ICB, and PACE credits. Check www.SocietyofFSP.org for state approvals.

Supplemental Retirement Plans for Executives and Entrepreneurs

Video Teleconferences are hosted by your local FSP Chapter.

Earn Continuing Education CreditsThe following continuing education

credits have been applied for:

n Insurance n CFP®

n PACE n Legal

n Accounting* n Banking

*The Society of Financial Service Professionals is reg-istered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final au-thority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its Web site: www.learningmarket.org. The Society offers programs at an advanced level of continuing professional education. Although no pre-requisite course or advanced preparation is needed to attend any program, working knowledge of general accounting principles is required as well as knowledge of the program topic. The Society’s refund policy states that a refund may be given in most circumstances, less a $50 service fee. The refund policy of individual Chapters may vary. For more information regarding administrative policies on complaints and refunds, please contact our office at 800-392-6900.

Instructional/Delivery Method: Group-Live

Difficulty Level: Intermediate-Advanced

Number of CPE credits:

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Supplemental Retirement Plans for Executives and Entrepreneurs

Supplemental Retirement Plans for Executives and Entrepreneurs

Presented by the

Chapter of the Society of FSP

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