Non-Qualified Deferred Compensation (NQDC) plans are a powerful and customizable tools for rewarding executives and mission critical employees beyond the limits of traditional retirement plans, or as a complement to them. This introductory webcast will provide ASPPA members with a clear overview of NQDC plan types, compliance essentials, and the strategic role these plans play in compensation and integrated benefit planning. Learn how to identify opportunities and navigate regulatory considerations, including IRC 409A, to better serve your clients and partnering advisors.

About the Speaker

Jeff Acheson, CPWA®, CFP®, CPFA ™, AIF®, CEPA®, NQPC ™, CAPP ™, Certified Private Wealth Advisor®, Advanced Strategies Group
Jeff Acheson's 40-year career path in the financial services industry has created a value proposition that is an exceptional and diversified integration of credentialed education, experience-based knowledge, and industry leadership. His fiduciary-based business model focuses on enhancing his ability to be a trusted advisor to high-net-worth individuals, families, businesses and their mission critical employees, retirement plan sponsors and charitable organizations. Jeff champions a message of the upside opportunities possible for financial professionals who adopt multidisciplinary business models focused on the efficient execution of multifaceted business development strategies.  These strategies are aimed at helping financial professionals exponentially grow and diversify their practice capabilities leading to expanded and increased revenue streams which ultimately drive enhanced practice valuations.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.

Recordings are available one week after the live webcast takes place.