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SUMMARY:April Meeting - Retirement Planning for the Business Owner & Professional
DESCRIPTION:April Meeting\n\n \nPlease join us for this two part presentation:\n\nPart 1: Retirement financial planning for employers and employees\n\nPart 2: Selling your business & succession planning.\n\n \n\nPresentation Part 1:\n\nWe welcome special guest John Flynn - Investment Advisor Representative for National Life Group \n\nTopics for discussion\n\n\n\n Pooled Employer Plans (PEPs)\n Making employment more attractive for prospective employees through\n shared retirement plans\n Business and Business Owner Retirement Savings planning\n Roth and Roth Alternative Plans\n Living Benefit Life Insurance Business Protection and Income Planning\n\n\n\n \n\nPresentation Part 2:\n\nWe welcome a special panel of guests:\n\nModerator: Fernando Quinones - Senior Vice President for Bank of America Business Banking Group\n\nBari Venetsky - Managing Director/ Private Client Advisor for Bank of America Private Bank\n\nJohn Crilly - Managing Director/Wealth Strategies Advisor for Bank of America Private Bank\n\nOren M. Chaplin - Co-Chair\, Corporate & Business Law for Pashman Stein Walkder Hayden P.C.\n\nDaniel R. Guadalupe - Partner\, Corporate & Business Law for Pashman Stein Walkder Hayden P.C.\n\nTopics for discussion\n\n\n\n Business Structure and Ownership\n Buy-Sell Agreements and Transfer Restrictions\n Valuation of the Business\n Funding the Succession Plan\n Tax Implications and Wealth Transfer
X-ALT-DESC;FMTTYPE=text/html:April Meeting
\n \;\nPlease join us for this two part presentation:
\nPart 1: Retirement financial planning for employers and employees
\nPart 2: Selling your business &\; succession planning.
\n\n \;
\n\nPresentation Part 1:
\nWe welcome special guest \;John Flynn - Investment Advisor Representative for National Life Group \;
\n\nTopics for discussion
\n\n\n
\n - Pooled Employer Plans (PEPs)
\n - Making employment more attractive for prospective employees through
\n - shared retirement plans
\n - Business and Business Owner Retirement Savings planning
\n - Roth and Roth Alternative Plans
\n - Living Benefit Life Insurance Business Protection and Income Planning
\n
\n
\;
\n\nPresentation Part 2:
\nWe welcome a special panel of guests:
\n\nModerator: \;Fernando Quinones - Senior Vice President for Bank of America Business Banking Group
\nBari Venetsky - Managing Director/ Private Client Advisor for Bank of America Private Bank
\n\nJohn Crilly - Managing Director/Wealth Strategies Advisor for Bank of America Private Bank
\n\nOren M. Chaplin - Co-Chair\, Corporate &\; Business Law for Pashman Stein Walkder \;Hayden P.C.
\n\nDaniel R. Guadalupe - Partner\, Corporate &\; Business Law for Pashman Stein Walkder \;Hayden P.C.
\nTopics for discussion
\n\n\n
\n - Business Structure and Ownership
\n - Buy-Sell Agreements and Transfer Restrictions
\n - Valuation of the Business
\n - Funding the Succession Plan
\n - Tax Implications and Wealth Transfer
\n
\n