Rocky Mountain Chapter – SFSP Meeting
We hope you can join us at our upcoming meeting:
"Insurance Funding and Alternatives in Buy-Sell Planning"
Presented by James S. Aussem
In this presentation you will learn:
- The different forms of buy-sell arrangements and when to use one versus another.
- The presentation will provide an analysis of the most often used/important provisions in planning the disposition of closely-held business interests.
- The use of life insurance and alternative methods to fund/create the economics of buy-sell transactions will be explained with examples.
- The attendee should come away with a workable/useful knowledge of buy-sell planning and how they can use it in their practice.
Guests are welcome!
Cost:
Members - Free
Guests - $25