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

In early 2015, Scott sold his ownership interest in the firm. Over the last three years, he has assisted many clients with their life insurance needs, and with evaluating the value of insurance based compensation plans offered by employers for his clients. He started Firstmetric a few years later.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52