This overview webinar will provide a solid foundation for important discussions as you consider alternatives and gather information on how to approach your benefit planning and design.
Some of the areas to be covered in our executive benefit options for credit unions webinar include:
- 457s
- REBAs
- Split Dollar Loan Plans
- and more!
Chris Richardson aspired early in life to earn his wings – and he accomplished his goal. After serving in the U.S. Air Force for nearly two decades, he retired as Lieutenant Colonel. The military expertise he gained is foundational as he helps his clients gain financial independence.
Connect on Linkedin3 Simple Steps to Finding Your Tailored Solution
1
We'll start by asking a few questions and listening to your challenges and concerns.
2
We then research and collaborate, including our network of experts as needed.
3
Lastly, we tailor a solution that fits where you are and builds a roadmap to your goals.
IZALE Financial Group is proud to be a Firm of Lion Street, Inc., a national network of fiercely independent financial advisors.