Planning for the Business Owner

You are invited to attend Planning for the Business Owner, a complimentary informational workshop designed specifically to review many of the issues faced by closely held business owners today. Topics covered include:

The impact of the loss of a key employee

Ways to reward key employees and owners

Estate planning issues that will be faced by the business owner's family at death

How to create a "road map" or action plan for implementing solutions

Presentation by ANGELA M. WETHOR, J.D., CPA, Corporate Vice President and Advanced Planning Consultant, New York Life Insurance Company

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Date and Time

Wednesday Oct 18, 2023
5:30 PM - 6:30 PM PDT

Wednesday, October 18th, 2023

5:30 - 6:30PM (Pacific Time)

Location

Zoom Link:

https://nylife.zoom.us/webinar/register/WN_-xa9RWQnTEebodoWFEcvKw#/registration

Fees/Admission

Free Admission for Chamber members and their guests!

Contact Information

Cedric L. Joins Financial Services Professional Agent, New York Life Insurance Company California Insurance License #0B86104 Registered Representative offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Century Park Towers 2029 Century Park East, Suite 950 Los Angeles CA 90067 Cell: (310) 729-9912 Office: (424) 386-4737 cjoins@ft.newyorklife.com web: www.newyorklife.com/agent/cjoins
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