Planning for the Business Owner
- 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 |
Date and Time
Wednesday Oct 18, 2023
5:30 PM - 6:30 PM PDT
Location
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
Send Email
