When

  Thursday May 4, 2017 from 8:30 AM to 10:30 AM CDT
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Where

Target Insurance Services, Inc.
11020 Oakmont
Overland Park, KS 66210
 

 
Driving Directions 

Contact

Heidi Welch
Target Insurance Services, Inc.
913-403-5813
heidiw@targetins.com
 

Why Your Business Owner Clients REally Need to Complete Their Estate and Long-Term Care Planning. 
 

This session has been approved for 2 hours KS CE Life and Health. MO CE approval is pending.

 


Planning Is a Must for Business Owners

Market studies show that 65-75% of individuals surveyed have not created estate plans, or their plans are outdated and ineffective. The percentage of unprotected individuals and families is usually higher for younger generations.

Planning is important for everyone, but small business owners (SBOs) have more to lose than the average salaried employee if they neglect planning. Unfortunately, small business owners are often too busy working in their business 
to take time to plan. The decision to defer planning can be devastating.

 

 


Jerry Bell - The Bell Law Firm, PA

This session is identical to the one scheduled for May 3, 2017.
You can attend both, but you will only be given CE credit for 1 session of 2 hours.