Financial Fitness Strategies for Executives – Part 1 (Webinar)


Financial Fitness Strategies for Executives – Part 1

Today’s employers realize financial issues are a top stressor for their employees. Financial stress can take a heavy toll on employees, affecting their physical and emotional well-being while also impacting their ability to remain engaged and deliver on job responsibilities. Credit union executives feel the same pressure but can take steps now to help alleviate that stress. Given complex retirement plans and tax codes, credit union executives face certain challenges to ensure all of their benefits from various sources work together to create the retirement they envisioned. This webinar will provide an overview of executive benefits and strategies on how to coordinate and maximize executive benefits.

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Financial Fitness Strategies for Executives (Webinar) | BFB Gallagher 2017 from NAFCU Services Corporation

Expert Presenters

Chris Burns-Fazzi, Principal at BFB Gallagher
For nearly 35 years, Chris Burns-Fazzi has focused on executive compensation and benefits. Her expertise is in nonqualified plan designs for both public and closely held corporations, notably in the banking and credit union industries. She works closely with nonprofit boards and executives on strategies to protect their human capital investment. Chris has an MBA in Finance from Rutgers University. Prior to the founding of Benmark East (predecessor to Burns-Fazzi, Brock), Chris was the Principal of Morehead Consulting. Based in Charlotte, NC, Chris enjoys globe-trotting adventures with her husband and two children.

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Kathy Lewis, Executive Benefits, Arthur J. Gallagher & Co.
Kathy Lewis has 30 years of experience in executive benefits. As the practice area leader, she provides solutions for clients to recruit, reward and retain executive personnel. Kathy specializes in long term care insurance and implementing carve-out plans to supplement income in the event of a disability. Kathy establishes Section 162 Bonus Plans to supplement executive retirement income and formulates life insurance programs to incentivize executives. She maintains CLU, CLTC, and LTCP designations. Kathy is an active member of the National Association of Insurance and Financial Advisors, the Howard County Human Resource Society, and the Washington DC chapter of 2020 Women on Boards.

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Doug English, Founder, ACT Advisors
Doug English has been in the financial services industry for more than 20 years with 18 years as a Certified Financial PlannerTM practitioner. Doug began his career at CUNA and in 2006, after 10 years as one of the top advisors in the company, he left to create the independent firm ACT Advisors. He specializes in financial planning and investment management for credit union senior executives. Doug has appeared as a speaker and trainer at numerous credit union league meetings. He serves as Chairman and Past President of the Financial Planning Association of South Carolina. He can also be heard several times a year on National Public Radio. He earned the designation of Chartered Life Underwriter (CLU®). Doug has an MBA in finance from RIT (Rochester, NY) and has attended executive education classes at MIT and Yale. He and his wife Jennifer live in Asheville, NC with their three children.

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