515-331-6855
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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

1615 SW Main Street, Suite 201 Ankeny IA 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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Complimentary Lunch and Learn: Modern...

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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

 

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Urbandale Chamber of Commerce

2830 100th St.,
Suite 110,
Urbandale, IA 50322

P. 515-331-6855

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