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Planning Concerns For Business Owners When Facing Retirement

 
FSP Hartford is committed to a membership with high ethical standards and advanced education uniquely qualifying them to assist families, business owners and professionals in achieving their financial goals.  
 
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Thursday, April 12, 2018
8:15 AM - 11:30 AM

Location

LIMRA
300 Day Hill Road
Windsor   CT   06095
 



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Member Fee $39.00
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Guest Fee $59.00
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Agenda

 


Elvin D. Turner, JD
Turner Consulting LLC

Kevin E. Baldwin, CLU, ChFC, CAP
B & L Financial Architects

Richard L. Olewnik, JD, CLU, ChFC, FLMI
Olewnik & Associates

Jacqueline B. Clark, CLTC
B & L Financial Architects

Apr 12 2018 8:30AM


Planning Concerns for Business Owners When Facing Retirement


We have all seen it. Business owners who think about their work 24/7 but think very little about their retirement. When family dynamics mix with the needs of business partners, you face a complex set of issues whose solutions lie in conducting a needs analysis and creating a plan that will serve the interests of both family members and business partners. We will discuss how to prepare owners of closely-held businesses for retirement, as well as succession and business continuity. Watch a superb panel of experts will lay out the strategies you need to better help your clients manage these issues. This session’s multi-advisor approach highlights the strength of our strategic alliances, so bring your professional partners—attorneys, accountants, health professionals, etc. to gain the maximum benefit.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®CT INs
Apr 12, 2018 Planning Concerns for Business Owners When Facing Retirement Elvin D. Turner, JD Kevin E. Baldwin, CLU, ChFC, CAP Richard L. Olewnik, JD, CLU, ChFC, FLMI Jacqueline B. Clark, CLTC Michael E. Callahan, EA, CPC, FSPA, RMA®, CWS® 8:30 A 3.00 3.00



Registration Fee
Member
$39.00
 
Non-Member
$59.00