Retirement Planning, and Executive Bonus Plan

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Retirement Planning

and Executive Bonus Plan

 

Candice Darian, CLTC, Life Regional VP, Nationwide Financial
Life Regional Vice President | NJ, DE, MD, DC, VA, WV, & PA
Nationwide Financial

It is said that Albert Einstein once noted that the most powerful force in the universe was the principle of compounding. In investing, this force manifests itself through the concept of compounding interest. While most of us are aware about this concept and taking advantage of its power by investing early and regularly, the management of the hard-earned investment is not so trivial, especially as new, more effective, investment tools are becoming available. 

Ms. Darian  will discuss the importance of investment diversification and the available financial tools for minimizing investment risk, reduce tax liability, and maintaining financial protection for the family. While retirement investment is primarily intended to be used during retirement, some of the financial tools are better initiated (or can only be acquired)  decades before the retirement itself; some offer tax/penalty-free withdrawal flexibility before retirement time. They will also discuss the tax benefit of executive-bonus plan for funding the retirement plan.


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  • For additional information:

    Iwan Santoso, IEEE PCJS PACE co-chair

    6092034201/i.santoso@ieee.org

     

     

  • Co-sponsored by Nationwide, Transamerica
  • Starts 19 October 2020 09:00 PM UTC
  • Ends 05 November 2020 11:00 PM UTC
  • No Admission Charge

  Speakers

Candice of Nationwide

Topic:

Retirement Planning and Executive Bonus Plan

Ms. Darian and Mr. Bowden will discuss the importance of investment diversification and the available financial tools for minimizing investment risk, reduce tax liability, and maintaining financial protection for the family. While retirement investment is primarily intended to be used during retirement, some of the financial tools are better initiated (or can only be acquired)  decades before the retirement itself; some offer tax/penalty-free withdrawal flexibility before retirement time. They will also discuss the tax benefit of executive-bonus plan for funding the retirement plan.

Biography:

 

Candice A. Darien is a Regional Vice President at Nationwide Financial. She has a history of working in the financial services industry with a specialty in Life Insurance Planning. Candice also has experience in Long Term Care, Business Sucession, and Legacy Planning. Currently, she works with a dedicated team partnering the growth of life insurance division of Transamerica.

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Agenda

7.30 PM: Introduction

7.35 PM: Retirement Planning

8.20 PM: Executive Bonus Plan

8.35 PM: Q&A, Survey

8.45 PM:  Closing (tentative)