Post-Election Financial Strategies and Business Planning Insights

About the Event

We’re excited to feature Paul Sargent, CLU, ChFC, CLF, Sales Vice-President at Principal Business Solutions, in this upcoming event tailored specifically for financial advisors and their business owner and executive clients.

• Post-Election Reflection: Post-TCJA & Post-Connelly
• Estate Planning: Exploring downstream consequences and buy-sell issues
• Corporate Insurance Structures: NQDC, Split Dollar, Cross-Purchase, Insurance LLCs
• What Principal Can Do for Your Business: Informal business evaluations, Buy-Sell agreement reviews, and more

Thursday, November 14, 2024 from 12:00pm-1:00pm

Il Fornaio, 1800 Rosecrans Ave., Manhattan Beach, CA 90266

Lunch will be Served