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  • September 27, 2021
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This article appeared in the March 2020 Journal of Financial Service Professionals. 

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NAIFA and the Society of Financial Service Professionals (FSP) joined together to create a three-part virtual event that allows attendees to work through a complex case with a panel of family estate and business planning experts.

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This article appeared in the September 2021 Journal of Financial Service Professionals. 

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Program Overview Nonprofit organizations have to compete for talented executives and other key professionals with for-profit companies.  However, they face a significant competitive disadvantage with respect to the range of compensation and benefits programs that can be offered.  It is not possible to offer equity incentive plans, supplemental deferred-compensation programs are subject to an additional [...]

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This article appeared in the September 2018 Journal of Financial Service Professionals.

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This article appeared in the March 2021 Journal of Financial Service Professionals. 

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This article appeared in the January 2019 Journal of Financial Service Professionals.