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                GROWTH. TRANSFER. LEGACY.

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XPX Philadelphia Bucks County Event – Nonqualified Deferred Compensation- A business transition tool

  • July 24, 2019
  • 8:00 AM - 9:30 AM
  • UBS Financial Services Inc. 411 South State Street, Floor 2, Newtown PA 18940


Josh Owen will be providing some introductory education into Nonqualified Deferred Compensation Plans and their primary uses for organizations...with a specific emphasis on how they can imitate employee ownership and assist with a smooth business transition.

Our Speaker:

Josh M. Owen, Regional Vice President-Nonqualified Plans at Principal, a leader in Global Investment and Retirement Services.

Josh supports financial professionals and employers in the sale and service of nonqualified deferred compensation plans to organizations of all types and sizes. The deferred comp benefits they provide to clients help them recruit, reward, retain and retire key employees. And research shows that both employers and key employees value this benefit for a variety of reasons.

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