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  • Exit Planning Exchange
Exit Planning Exchange
Jul
24

XPX Philadelphia Bucks County Event – Nonqualified Deferred Compensation- A business transition tool

Details

Date & Time

Wed, Jul 24th, 2019 ⋅ 8:00am - 9:30am (EDT)

Location

UBS Financial Services Inc. 411 South State Street, Floor 2, Newtown PA 18940

Tickets

Non-Member
$75.00
Other Chapter Members
$55.00
Same Day Registration/Walk-in Fee
$85.00
Speakers
$0.00
XPX Philadelphia Member
$0.00

Josh Owen will be providing some introductory education into Nonqualified Deferred Compensation Plans and their primary uses for organizations...with a specific emphasis on how they can imitate employee ownership and assist with a smooth business transition.

Our Speaker:

Josh M. Owen, Regional Vice President-Nonqualified Plans at Principal, a leader in Global Investment and Retirement Services.

Josh supports financial professionals and employers in the sale and service of nonqualified deferred compensation plans to organizations of all types and sizes. The deferred comp benefits they provide to clients help them recruit, reward, retain and retire key employees. And research shows that both employers and key employees value this benefit for a variety of reasons.

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