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Time: Breakfast 7:30 am. , Presentation 8:00 am.- 9:00 am. Topic: Opportunities Abound: Planning for Business Owners Guest Speaker: Stacey McMahan, JD, CLU, ChFC, Pacific Life Insurance Company, Consultant, Advanced Designs Unit About the talk Business owner clients need to do a lot of planning - there are likely more opportunities than you may have first thought. These opportunities stem from the multiple planning areas that business owners need to address, and these can be boiled down to 3 fairly common planning areas. Not only do business owners need to take care of (1) planning for the succession of the business, they likely need to do some (2) retirement planning and/or some (3) estate planning. This presentation walks through a case study of a successful business owner, showing his progression through life, and how different planning needs become apparent as he grows older, as his business grows and changes, etc. We'll discuss 3 different strategies (one for each area of planning), and discuss how life insurance may be incorporated into the various planning strategies. Society of FSP Members - $0.00 Guest - $50.00
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