Tuesday, January 18, 2022 from 11:30 AM to 1:00 PM MST
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7101 South Clinton Street
Centennial, CO 80112

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Stephanie Hill 
Rocky Mountain Chapter-SFSP 
         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!
Members - Free
Guests - $25