Executive Benefits Made Easy
Meeting is Jointly Sponsored with NAIFA-St. Louis and the Society of Financial Service Professionals-Greater St. Louis
Check-in begins at 11:45 am. Lunch and Presentation from 12:00-1:15 pm.
About the talk: In a recovering economy, retaining and rewarding key employees is more important than ever. This session covers new executive benefit concepts, including stock option alternatives, ways to defer compensation without Sec 409A issues, and benefit plans for Not for Profits. Hear ideas that offer effective and tax efficient incentives for top employees.
Speaker bio: Steve Parrish is National Advanced Solutions Consultant for the Principal Financial Group. With more than 30 years experience as a practicing attorney, financial planner and insurance industry executive, he frequently addresses the challenges of business owners and executives. Parrish is an expert on business owner financial planning including buy/sell agreements and exit planning as well as executive benefits. He is a recognized industry authority, spokesperson and author, with work printed in notable publications like Journal of Financial Services Professionals, CPA Wealth Provider and Private Wealth. As an industry thought leader, he has served as an expert source for such prominent media outlets as Forbes, Wall Street Journal Radio, Journal of Financial Planning and On Wall Street. In addition to consulting with business owners and brokers, he is a sought after speaker with industry organizations such as the Million Dollar Round Table and Association for Advanced Life Underwriting.
