Maximizing your Deferred Compensation
1:30 - 3:00 pm
2025-Ed-Seminar-Wednesday, April 23
Location: Great Hall D
Speakers: CJ Harrison, Matt Daley
Matt Daley and CJ Harrison from DecisionPoint Financial will discuss ways to maximize your deferred compensation plan. From educating your members on the need and power of saving early, to structuring your CBA to incentivize savings.
View Materials Here
About the Speakers
CJ Harrison
CJ Harrison, is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Vice President at DecisionPoint Financial. CJ is responsible for designing, implementing, and monitoring customized financial planning solutions for individuals, families,business owners, & first responders. CJ grew up in a fire service family and grew up dreaming of being a part of the fire service...
Matt Daley
Matt Daley is a Partner & Senior Financial Planner at DecisionPoint Financial. Matt lives in Gig Harbor, Washington where he services wealth management and institutional clients. Matt also plays an important role in building and presenting financial plans for DecisionPoint’s clients. Matt began his career in financial services at a private wealth management firm...