Post-Election Financial Strategies and Business Planning Insights
Pinstripes 21851 W. Victory Blvd, Canoga Park, United StatesAbout 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 […]