The success of a company depends largely on the contribution of key leaders, employees, and partners. The sudden loss of one of these key contributors, even temporarily, can threaten the future of the company. The Executive Health Savings Plan (“EHSP”) was created to hedge against the economic risk caused by serious illness of a shareholder, executive, or other key employee. The EHSP is a joint ownership risk management strategy that allows business people to protect the company against the financial consequences caused by their prolonged absence. It ensures the continuity of the business in the event the shareholder/key employee becomes ill and provides the shareholder/key employee with a financial benefit if they remain in good health.
John Kitcher will lead a presentation into one of the advanced risk management concept that he provides to clients. The audience will be presented with an application of the split dollar concept and how this solution creates a win-win scenario for clients.
John is an independent financial advisor sponsored by Desjardins Financial Security Independent Network. His clients included selected CPA and CFA charter holders, and their clients. He helps clients build and protect wealth over generations. John holds a CFA and a CPA designation. He has over ten years experience in the financial services industry. He is a fully licensed insurance agent and a licensed mutual fund agent.
Date: May 10, 2017
Place: ALT Hotel 185 Slater St.
Time: 8:00am – 9:15am
Price: Free (includes breakfast).
Advance registration is required. Click here
Registration deadline is May 5, 2017.
Program Chair, CFA Society Ottawa
Wesley Blight, CFA
CFA President, CFA Society Ottawa