Planning for the Business Owner

Planning for the Business Owner

You are invited to attend Planning for the Business Owner, a complimentary informational workshop designed specifically to review many of the issues faced by closely held business owners today.

Topics covered include:

• The impact the loss of a key employee has on the owner of a business
• Ways to reward key employees and owners
• Estate planning issues that will be faced by the business owner and his/her family at death
• How to help lay out a “road map” or action plan for implementing solutions

Complimentary Workshop
Advance registration is required.

This seminar and sales presentation is for informational purposes only. This represents an understanding of generally applicable rules. New York Life Insurance Company, its agents or employees may not give legal, tax or accounting advice. Attendees should consult their own professional advisors prior to implementing any planning strategies.