Six complimentary informational workshops for business owners.
11:30 a.m. - 1:00 p.m.
Complimentary lunch. Advance registration required.
Business planning strategies designed specifically for entrepreneurs to addresse the sustainability of your business, your ability to retire comfortably, and the financial security of your family
Explore the many issues faced by the owner of a closely held business in today's economic environment, including retirement needs and critical planning issues faced at death and retirement.
Discuss how to protect your business and your family from unforeseen losses, including busienss succession and protecting your business partner.
Review many of the issues faced by closely held business owners today, including the impact of losing a key employee, ways to reward key employees andowners, and estate planning issues faced by the business owner and family.
Discuss solutions to help retain your top talent and people who matter most to your business, including key factors to consider when selecting your retention plan.
Discuss an emerging approach to business succession and retirement planning, including essential provisions in buy-sell agreements and important planning objectives of the business owner.
Financial Adviser
769 Robert Blvd., Suite 200, Slidell, LA 70458
(985) 201-7257
These seminars and sales presentations are for informational purposes only. This represents an understanding of generally applicable rules. New York Life Insurance Company, its agents or employees may not give legal, tax or accounting advice. Attendees should consult their own professional advisors prior to implementing any planning strategies.