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Business connection events are where you expand your network and brand. People do business with those they know, like and trust.  Join us at the next event to build your relationships and reach your goals.

Complimentary Lunch and Learn: Modern Buy-Sell Planning for a Changing Market

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Name: Complimentary Lunch and Learn: Modern Buy-Sell Planning for a Changing Market
Date: May 1, 2018
Time: 11:30 AM - 1:00 PM CDT
Event 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

 
Location:
New York Life Insurance Company
1615 SW Main Street, Suite 201
Ankeny, Iowa  50023
Date/Time Information:
Tuesday, May 1st, 2018
11:30AM - 1:00PM
Contact Information:
Bernard Stone
Fees/Admission:
Free

Please RSVP by noon on Monday the 30th so we have an accurate headcount for the food order.
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