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Retirement and Estate Planning for Business Owners

October 14, 2020 @ 1:00 PM - 2:00 PM



For your clients that own a business or a professional practice, it is even more important that their retirement and estate planning begin today. When it comes to putting the right plan in place, there are many options available depending on your clients’ specific situation. This is where professional expertise often becomes necessary. Register today to learn about:
Saving for retirement through IRA variations that might be suitable for a smaller, closely held business
Look at the insurance-based income solution for business owners and explore ways to fund it
Estate planning – examine wills, other basic documents, and the probate process
Look at revocable trusts to avoid probate, and review how federal estate taxation may impact the business




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