Meeting Information
Compensation packages for executives
Date:
Tuesday November 5, 2024
Time:
8:30am - 10:00am US/Pacific GMT-8:00
Location:
Zoom
Directions:

Meeting capacity:

300

Suggested Donation:

Agenda:

The Presentation

Aaron Puttroff CFP™, CExP™ will lead you through different strategies to employ in offering executive compensation packages the top level employees.

Topics will include:

  • Creative strategies to provide additional compensation to owners, executives and key people.
  • Types of qualified plans and contribution limits.
  • Advanced qualified and non-qualified plan combinations.
  • Deferred compensation plans.

About our Speaker:

Aaron Puttroff understands from personal experience what it’s like to live with the effects of poor financial decisions. Growing up, his father was unexpectedly injured while working in the railroad industry, which forced him into early retirement. With no pension and little saved for the future, this proved to be a hardship for the family.

The experience set the course for the rest of Aaron’s life. His passion is to help his clients avoid financial failure and use financial planning to live out their vision of the good life. 

Going beyond conventional advice, Aaron will personally work with you to help defend against the shortfalls of common planning. Taking into account the unpredictability of real life, Aaron will craft a comprehensive plan that addresses all aspects of your finances. Aaron believes that there’s not a silver bullet to achieving financial success. It entails a series of powerful actions accomplished in the right order. Aaron’s role is to provide the wisdom and expertise to know what actions must be taken and then to facilitate their completion. Aaron collaborates with business owners and executives.

https://www.linkedin.com/in/aaronputtroff/ 

Living Legacy  

For meeting information, please contact:

Reuven Rubinson

(858) 344-0864
Attendees
31
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