The MBK Beat
Mark B. Kostrzewski has been a lifelong resident of Western New York. He attended Canisius High School, a Jesuit College Preparatory School in Buffalo, New York, and graduated in 1970. He attended Cornell University in Ithaca, New York, graduating in 1974 Cum Laude with a bachelor’s degree. Mark is a member of several financial industry associations including The Advanced Association of Life Underwriters (AALU,) Society of Financial Service Providers (FSP,) and Estate Analysts of Western New York. Mark has also been active in the community serving on corporate and charitable boards and is currently involved with the Buffalo Scholastic Rowing Association, and is the Chairman of the redevelopment of the Lafayette Avenue Presbyterian Church in heart of the Elmwood Village in Buffalo, NY. Mark decided to start a podcast to share his knowledge and experiences in financial planning. He is an expert in his field and wants you to understand the benefits of controlling your financial portfolio. Contact Mark at 716-288-5153 and learn how you can take control of your finances the smart way. Visit https://mbkinc.co/ to learn more about our services.
The MBK Beat
MBK Beat Ep #7 | Supplemental Executive Retirement Packages for Credit Union Executives
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Mark B. Kostrzewski
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Season 1
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Episode 7
The 7th Episode of the MBK Beat focuses primarily on Supplemental Executive Retirement Plans that MBK can provide for C-Level Executives of Credit Unions. We talk at length about the financial gap that executives in this industry face when planning income at retirement. We break down how that gap occurs, how we determine that gap, and how we bridge that gap to your financial freedom. We have seen these Supplemental Executive Retirement Plan programs work for many credit unions, and beyond the financial wellness that these programs provide for the employer and employee, it provides the company with a strong asset to both recruit and retain top talent and compete with other employers or corporations.