The American College Study Group
David Fritz, Managing Partner, speaks to a study group through The American College in Sonoma, CA.
David Fritz, Managing Partner, speaks to a study group through The American College in Sonoma, CA.
Please register for EBN's Bank Compensation and Nonqualified Executive Benefit Plan Webinar on May 21, 2014 1:00 PM CDT at: https://attendee.gotowebinar.com/register/7752165363088558593 Discuss EBN's recent Bank Compensation and Nonqualified Executive Benefit Plan Study and options. Materials will be helpful for Presidents, Chief Officers and Board Members to review as compensation and benefit questions arise. Presented by... Read more »
Pat Marget speaks to Iowa bank peer group
David Fritz and Pat Marget attend and speak at the Community Bankers of Wisconsin's Member Appreciation event at Eau Claire Golf and Country Club. The speaking topic is Succession Planning for Banks and Small Businesses and expands upon our whitepaper on the topic available HERE.
David and Fritz and Mike Mohr attend the Independent Community Bankers of South Dakota (ICBSD) Annual Retreat and speak about Succession Planning for banks.
Discuss tips to develop a detailed, well communicated business succession plan. Materials will be helpful for Presidents, Chief Officers and Board Members to review as rural depopulation, consolidation and aging demographic questions arise. Presented by R. David Fritz, Jr., CLU and Patrick J. Marget, JD, CPA, CFP, CLU of Executive Benefits Network. If you have... Read more »
Pat Marget is a guest speaker at Northwestern Mutual's TAP Client Builder. Topic: Estate and Business Planning.
Pat Marget speaks at Northwestern Mutual's Executive Benefits Seminar
David Fritz is the featured speaker on Succession Planning for banks and small businesses.
Pat Marget speaks to the Community Bankers of Iowa peer group on business succession planning