DI Buy-Sell Agreement & Funding (CE & CPE)
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DI Buy-Sell Agreement & Funding (CE & CPE)

DI Buy-Sell Agreement & Funding (CE & CPE)

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The Wolfpack Room @ MassMutual North Carolina

4000 Westchase Blvd

Ste 400

Raleigh, NC

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Description

Presented by The Business-owner Strategies Group (BSG).  Sponsored by MassMutual North Carolina.


CPAs, Business Owners and IARs, please join us for a light breakfast and a busy one-hour CE event.  We will be discussing the importance of proper buy/sell planning with a specific focus on the oft-overlooked issue of owner disability.  All Business Owners are welcome to come and learn.   

For CE purposes, this event is limited to CPAs and insurance-licensed Investment Advisor Representatives currently licensed and practicing in North Carolina. For a preview, check out this link: https://www.youtube.com/watch?v=7Pu8fzxSaUI


CE/CPE fees will be paid by the sponsor

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Date and Time
Location

The Wolfpack Room @ MassMutual North Carolina

4000 Westchase Blvd

Ste 400

Raleigh, NC

View Map

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