Agenda

10:30 am – Business Planning with Life & Disability Insurance, # 6000207451.

Earn 1 hour of General CE credit.

Join us for an insightful session on leveraging life and disability insurance in various business strategies. Discover their roles in key person plans, nonqualified compensation plans like bonus, split dollar, and deferred compensation, as well as their application in entity purchase and cross-purchase buy-sell plans.

11:30 am – Lunch and Networking

12:00 pm – Keynote speaker, Richard J. Porter will share valuable insights from his recent meeting in California on Managed Limited Liability Companies (MLLCs) for Buy-Sell Planning. Learn about this innovative approach that offers flexibility, tax efficiency, and administrative simplicity in business planning.

1:00 pm – Adjournment