This is a LIVE program and any post-event recordings will be subject to the On-Demand fee(s). A reservation is required in advance of the program. Registrants will receive a confirmation e-mail the day before the event which will contain a link to join the meeting via Zoom and attachments of the handout material and CLE activity code and instruction on how to file with the Ky Bar Association (PDF files).
This course is intended for attorneys who work with, or are a part of, small and medium sized businesses. It is designed to help them understand the numerous variations possible in the design and implementation of non-qualified deferred compensation (NQDC) plans. The course uses a number of case studies to uncover and discuss the issues that can arise when implementing a NQDC plan, including deferral vs. supplemental plans, IRC Section 409A, Rabbi trusts, ERISA & “top hat” funding options, income tax consequences to the plan sponsor and participant, accounting issues and legislative/regulatory developments.
Speaker: Tom Wyatt, JD, CFP, AIF, Lifetime Financial Growth of Kentucky
About the speaker:
Tom is the Executive Director of Retirement and Distribution Planning for Lifetime Financial Growth (LFG). In this role, he leads the retirement planning initiative for LFG, which is a regional privately held wealth management firm with hundreds of representatives, across Pennsylvania, West Virginia, Kentucky, Michigan, Indiana, and Ohio. He also serves as President of the LFG office in Columbus, OH.
Tom has been working in the areas of Qualified and Non-qualified retirement plans, executive benefit programs, charitable planning, and individual financial planning since 1998. Tom is a multi-year qualifier and member of Million Dollar Round Table (MDRT), Court of the Table, and Top of the Table.
Tom is a 2003 graduate of the Capital University Law School in Columbus, OH. Tom is admitted to practice law by the Ohio Bar and the United States Supreme Court. Tom is also a graduate Magna Cum Laude of the University of Toledo School of Business, with areas of concentration in Economics, Finance and Management.
Tom holds the CFP® (Certified Financial Planner®) Certification. The CFP® certification is awarded to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements. Individuals certified by CFP® Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. Tom also holds the Accredited Investment Fiduciary (AIF) designation, indicating particular focus in helping retirement plan sponsors to select and manage their retirement plans and investments available therein.
Tom is an active member of various industry organizations, including the National Association of Plan Advisors (NAPA), the Society of Financial Service Professionals (FSP), the American Association of Life Underwriters (AALU), General Agents and Managers Association (GAMA), The Million Dollar Round Table, and the Columbus Bar Association. He has served in leadership roles in the FSP since 2010 and currently serves as a board member on the National Board of the Society of Financial Service Professionals.
Tom holds the FINRA Series 7, 24 and 63 securities registrations and various insurance licenses. Tom is a licensed life and health insurance agent, a resident licensee in Ohio, and a nonresident in most other states. Tom is securities licensed in multiple states.
Tom has personal planning and business planning clients from coast to coast, and Tom’s Corporate retirement planning clients range from closely held businesses with only a few associates to firms with several thousand employees.
Thank you to 
for hosting this series of programs in May!
For more information visit their website: https://www.financialadviceforattorneys.com/
Cancellation Policy: All cancellations must be received by the LBA 24 hours in advance to receive a credit or refund. Substitutes will be allowed. This is a LIVE program and any post-event recordings will be subject to the On-Demand fee(s).
