Executive Education
A successful executive benefits program will be well received by participants and serve as motivation when it is easily understood. Executive benefits plans require simple and straight-forward, yet comprehensive educational programs that readily communicate plan benefits to key executives. These educational programs should be an extension of the corporate philosophy to ensure that the communications are consistent and credible.
Heritage begins by analyzing each aspect of a corporate total compensation plan as it relates to each executive's personal financial goals and how such factors as market volatility, time horizons, investment returns and tax treatment should influence their decisions. Heritage then customizes seminars or personalizes existing programs, which include:
- Introductory Cash Flow Planning that provides the basis for an individual's Cash Flow Planning needs.
- Retirement Planning that addresses an executive's need to accumulate funds for retirement.
- Retirement Plan Distribution Planning that addresses the needs of retirees or those within ten years of retirement.
- Stock Option Exercise Planning that discusses the rules for stock options relevant to the firm and presents various strategies that can maximize the value of stock options to employees.
- Minimizing the Tax Burden that discusses the basics of structuring and implementing tax sensitive strategies.
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