April Meeting - Retirement Planning for the Business Owner & Professional
April Meeting
Please join us for this two part presentation:
Part 1: Retirement financial planning for employers and employees
Part 2: Selling your business & succession planning.
Part 1: Retirement financial planning for employers and employees
Part 2: Selling your business & succession planning.
Presentation Part 1:
We welcome special guest John Flynn - Investment Advisor Representative for National Life Group
We welcome special guest John Flynn - Investment Advisor Representative for National Life Group
Topics for discussion
- Pooled Employer Plans (PEPs)
- Making employment more attractive for prospective employees through
- shared retirement plans
- Business and Business Owner Retirement Savings planning
- Roth and Roth Alternative Plans
- Living Benefit Life Insurance Business Protection and Income Planning
Presentation Part 2:
We welcome a special panel of guests:
We welcome a special panel of guests:
Moderator: Fernando Quinones - Senior Vice President for Bank of America Business Banking Group
Bari Venetsky - Managing Director/ Private Client Advisor for Bank of America Private Bank
Bari Venetsky - Managing Director/ Private Client Advisor for Bank of America Private Bank
John Crilly - Managing Director/Wealth Strategies Advisor for Bank of America Private Bank
Oren M. Chaplin - Co-Chair, Corporate & Business Law for Pashman Stein Walkder Hayden P.C.
Daniel R. Guadalupe - Partner, Corporate & Business Law for Pashman Stein Walkder Hayden P.C.
Topics for discussion
Topics for discussion
- Business Structure and Ownership
- Buy-Sell Agreements and Transfer Restrictions
- Valuation of the Business
- Funding the Succession Plan
- Tax Implications and Wealth Transfer
Date and Time
Wednesday Apr 2, 2025
7:00 PM - 8:30 PM EDT
Location
Ringwood Community Center
Upstairs Meeting Room
112 Erskine Rd
Ringwood, NJ 07456
