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New Bankruptcy Provisions That Can Impact Clients

Thursday, July 9, 2020 at 4:00 PM EDT

Presenter

Steve Wilkes, Esq.

Partner, The Wagner Law Group

Presenter

Izzy Goldowitz, Esq.

Partner, The Wagner Law Group

As we enter a challenging time, with many bankruptcy and restructurings expected, this webinar will educate financial advisers of these events for those clients for whom they provide advice on retirement plans and employee benefits.

Join Izzy Goldowitz and Steve Wilkes from The Wagner Law Group to learn:  

  1. The basics of Chapter 7 and Chapter 11 bankruptcies.
  2. How this process impacts 401k plans, defined benefit plans, and other non-qualified retirement plans.
  3. How it impacts executive compensation programs and welfare plans (insured or self-funded).
  4. Issues facing a plan fiduciary/corporate executive, including the conflict inherent in wearing both hats.
  5. The roles a trusted adviser can play.

This session is eligible for 1 CE credit for members with the following designations: CFP, CLU, CHFC, RICP and CIMA.  

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