LAHRA is happy to announce we have a duo presentation on Retirement and Long-Term Care Planning!
Retirement Planning: Unique Benefit Plans for Business Owners and Key Employees with David Soczek, National Benefits Group, LLC
Presentation will include case studies of common issues and solutions
- Retention of key employees
- Assisting owner and key employees who are limited in traditional company-sponsored
retirement plans
Background on David:
- 29 years in the Financial Service Industry. The last 26 years focused on assisting companies of all sizes with non-qualified plans and key employee/owner benefits
- Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC)
- Member of FINSECA and Society of Financial Service Professionals
- Graduate of Minnesota State University Mankato with a degree in Finance and an Accounting minor.
- Resides in the northern suburbs of Minneapolis with his wife Janet and two daughters, Samantha and Sydney. Janet and Samantha also work at National Benefits Group.
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Long-Term Care Planning: What Employers need to know about Long-Term Care with Shane Van Patten, E4 Insurance Services
- Large population of aging people (Baby Boomers)
- The lack of planning by these Baby Boomers & High costs for Long-Term Care has resulted in many families (employees) caring for these aging family members creating significant impact on the employee and their workplace
- Employee productivity, availability, stress and mental health
- Washington Care Funds (Payroll Tax to fund State LTC program)
Background on Shane:
- 16 years in the Financial Service Industry
- Specialized in Life Insurance, Long-Term Care Insurance & Disability Insurance
- Instructor for the Certification in Long-Term Care (CLTC) designation
- Graduated from the University of Mary (Bismarck, ND) with degrees in Business Management & Exercise Physiology
- Resides in St. Paul, MN with wife and two crazy boys (Ages 4 & 7)
