Broker Check
18 Aug
Wealth Planning Strategies for Business Owners


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

Bobby Linskey, CFP®, Putnam Investments
Tricia Berens, Securian Financial

Date and Time

Tue, Aug 18, 2020

10:00a - 11:00a PST


Zoom Webinar


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!


Event Registration