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VTC - "Overcoming Separation Anxiety: Why and How to Separate Your Wealth"

Tampa Bay Chapter FSP

Wednesday, February 22, 2012 from 8:00 AM to 11:00 AM (PST)

VTC - "Overcoming Separation Anxiety: Why and How to...

Ticket Information

Ticket Type Sales End Price Fee Quantity
Members & Guests Ended Free $0.00
Non Members Ended $40.00 $0.00

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Event Details

Business owners have typically spent their working lives accumulating assets in preparation for retirement on the understandable belief that the best place to put profits was back into the business.  But with the process of accumulation often becoming an end in itself, it became easy to lose sight of the larger goal of sustainable income for retirement.  With retirement now imminent for many boomers and all assets tied up in the business, retirement is at the mercy of events such as business failures, adverse economic conditions, or children who can t or don t want to continue the business.

This program explains the importance to business clients of separating their personal wealth from their business.  Using case studies of a mid-sized C corporation with tax liabilities and a small closely held business which is an LLC, experts show how a  "separation strategy" can provide economic independence with no change in standard of living, regardless of what happens to the business.  Financial planners will benefit from the discussion of the various strategies, including the use of life insurance, to separate personal from business wealth to create ongoing retirement income.

Have questions about VTC - "Overcoming Separation Anxiety: Why and How to Separate Your Wealth"? Contact Tampa Bay Chapter FSP

When & Where


The Centre Club
123 S Westshore Blvd
Tampa, FL 33609

Wednesday, February 22, 2012 from 8:00 AM to 11:00 AM (PST)


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