VEBAs and Pre-Funding Retiree Health Benefits
September 17, 2008

SPEAKER:
Lance Wallach, CLU, CHFC, CIMC
Chief Executive Officer & President
Veba Plan LLC

WEBINAR OVERVIEW:
Whether you are a benefits manager, administrator charged with finding a solution to manage retiree medical liabilities or an investor analyzing a company with post-retirement benefits on the books, this webinar is a must attend event.

Hear from benefits expert, Lance Wallach, as he provides valuable guidance on the implications of VEBAs and the potential benefits they can offer. Topics of discussion will include:

•    An overview of the GM and Ford agreements
•    How they work: The proper formation and operation of a VEBA
•    Key considerations for plan design, administration and investments
•    Alternatives to VEBAs
•    Pros and cons for employers and special considerations for public-sector employers

About the Speaker:

Lance Wallach is member of the AICPA faculty of teaching professionals and an AICPA course developer, is a frequent and popular speaker on VEBAs, retirement plans, reducing health insurance costs, and captive insurance at accounting and benefits conventions. He has authored numerous books including Tax Planning and Asset Protection Using VEBAs Mr. Wallach writes for over fifty publications including AICPA Planner, Accounting Today, CPA Journal, Enrolled Agents Journal, Financial Planning, Registered Representative, Tax Practitioners Journal, CPA/Law Forum, Employee Benefit News, Health Underwriter, Advisor and the American Medical Association News. Mr. Wallach is listed in Who's Who in Finance and Industry and is frequently quoted in the press for his expertise on VEBAs-including Bloomberg.com, Washington Post and USA Today. He has also been featured on television and radio financial talk shows including NPR.

Recording:  $259