Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. Deferred compensation plans. If you have elected to defer part of your compensation via a Nonqualified Deferred Compensation plan (NQDC), your payout will still follow your initial election unless the plan has a provision of early termination.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. Deferred compensation plans. If you have elected to defer part of your compensation via a Nonqualified Deferred Compensation plan (NQDC), your payout will still follow your initial election unless the plan has a provision of early termination.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Sara Grillo

AUGUST 14, 2023

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. She obtained her CFP designation in 2003. Bogle and His Lifelong Battle to Serve Investors First.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52