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Working with Main Street Business Owners: A Case Study
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Working with Main Street Business Owners: A Case Study

This case study program provides tactical ways to work with a business owner at all stages of their life. Learn from some of the best and brightest in the industry to explore how to engage business owners throughout their career and into retirement. The case study will examine the issues of a family owned business, including buy/sell agreements, retaining key employees, retirement planning, and estate planning.

When: Thursday, August 22
7:30-11:00 am
Where: The Clubs of Prestonwood – The Creek Clubhouse
15909 Preston Road
Dallas, Texas  75248
United States
Contact: Karla Kirk - Executive Director, NAIFA's Advanced Practice Center

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Non FSP Members, please register here.


7:30 am: Breakfast
Introduction of the Case Study 
by Meeting Emcee Rob Wellendorf

8:00 am: Using Loan Split-Dollar to Attract & Retain Employees
Presenter: Kathleen Bilderback

8:30 am: Split-Funded Defined Benefit Plans: Qualifying for the 199A Deduction and Catching up on Retirement
Presenters: Stacey McMahan & Bruce Gendein

9:00 am: Break

9:15 am: Buy/Sell LLC: Business Owned Cash Value Life Insurance Policies for Retirement Needs
Presenter: Andrew Rinn
9:45 am: Estate Planning Ideas for the Small Business Owners
Presenter: Ron Lee

10:30 am: Q&A with the Experts

11:00 am: Conclusion of Event

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