Description
With the increasing demands of managing a business on a daily basis, business owners may not be focused on important wealth management needs. This seminar addresses critical retirement risks and opportunities business owners can address including:
- Tax considerations for business owners under the Tax Cuts and Jobs Act
- Reassessing retirement plan options
- Shielding assets from potential creditors
- Considerations for business succession
Featuring:
Bobby Linskey, CFP®, Putnam Investments
Tricia Berens, Securian Financial
Date and Time
Tue, Aug 18, 2020
10:00a - 11:00a PST
Location
Zoom Webinar
Note
Once you register for this event by clicking the Register button on this page, you will receive a confirmation email with the Zoom webinar link. Please be sure to register in advance using that link. We look forward to "seeing" you at the event!