Complimentary Lunch and Learn: Modern Buy-Sell Planning for a Changing Market
Date and Time
Tuesday May 1, 2018
11:30 AM - 1:00 PM CDT
Tuesday, May 1st, 2018
11:30AM - 1:00PM
Location
New York Life Insurance Company
1615 SW Main Street, Suite 201
Ankeny, Iowa 50023
Fees/Admission
Free
Please RSVP by noon on Monday the 30th so we have an accurate headcount for the food order.
Contact Information
Bernard Stone
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Description
You are invited to attend "A New Buy-Sell Strategy for a Changing Market", a complimentary informational workshop designed specifically to discuss an emerging approach to business succession and retirement planning.
You will learn how:
- essential provisions in buy-sell agreements help plan for a smooth and quick transition at an owner's death
- traditional business succession plans may be overlooking the most important planning objectives of the business owner
- combining a limited liability company with a permanent life insurance policy can create a more dynamic business plan that can help fund current business needs and the owner's retirement
