This is an in-person and live-stream event.

You’re invited to attend the Planning for the Business Owner workshop.

During this workshop, we’ll discuss many of the issues faced by closely held business owners today.

Topics covered include:

•        The impact the loss of a key employee has on the owner of a business
•        Ways to reward key employees and owners
•        Estate planning issues that will be faced by the business owner and his/her family at death
•        How to help lay out a “road map” or action plan for implementing solutions

Register today!

Speakers: Dylan Beam, Financial Services Professional, Agent, New York Life Insurance Company and Joshua Watson, Financial Services Professional, New York Life Insurance Company, NYLIFE Securities, LLC