“Succession Planning for Community Banks” 9/3/2014 at 10am CDT

Watch the recorded webinar HERE.

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 any questions or comments about the webinar, please contact Nikki at nkook@ebn-design.com.

To download the slides featured in the webinar, please click HERE.

>>Thank you to those who joined the live webinar and submitted questions!

 

“Bank Compensation and Nonqualified Executive Benefit Plan Study” 5/21/2014

Download Here!

Discuss EBN’s 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 R. David Fritz, Jr., CLU– Managing Partner and Co-Founder of Executive Benefits Network.

If you have any questions or comments, please contact Nikki at nkook@ebn-design.com.

To download the slides featured in the webinar, please click HERE.

 

“Tax Effects on BOLI & Nonqualified Plans in Bank Mergers & Acquisitions” 10/16/2013

Download Here!

R. David Fritz, Jr, CLU- Managing Partner and Patrick J. Marget, JD, CPA, CFP, CLU- Managing Director of Executive Benefits Network’s Milwaukee office break down the tax effects on BOLI, Split Dollar and Nonqualified Plans in bank mergers and acquisitions with the help of Melaine D. Brandt, CPA- Partner at Wipfli LLP as the guest panelist.

If you have any questions or comments, please contact Nikki at nkook@ebn-design.com.

To download the slides featured in the webinar, please click HERE.