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.

Presentation Part 1:
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:

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

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

Business Structure and Ownership
Buy-Sell Agreements and Transfer Restrictions
Valuation of the Business
Funding the Succession Plan
Tax Implications and Wealth Transfer

Enter your email address below to receive a reminder message.

Please complete the Captcha

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

112 Erskine Rd Ringwood NJ 07456