Proper Reporting May Prevent Estate Litigation
August 25, 2015
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August 25, 2015
Understanding the Reporting Requirements and Liabilities for Business Owners
$25.00
The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner
Click play to watch a short video about ‘Understanding and Reporting Requirements and Liabilities for Business Owners’
The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner
Click play to watch a short video about ‘Understanding and Reporting Requirements and Liabilities for Business Owners’
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Click play to watch a short video about 'How to Protect Your Business Owner Clients' Most Valuable Assets'
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Click play to watch a short video about ‘Supporting Family Offices, Trust Compnanies, and Fiduciaries’
