NAEPC Webinar: Creative Ways to Fund Business Owner Retirement
Every Business Owner leaves their businesses whether voluntarily or involuntarily. Consideration in the positioning and use of life insurance prior to the exit can mean a huge difference in ultimate retirement cash flow for the Business Owner. This intermediate presentation will provide valuable food for thought for the professional who has business owner clients.
Vincent M. D’Addona MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished) is an advisor at Strategies for Wealth with 41 years of experience providing services in three core areas: Estate Planning, Exit Planning for the owners of closely held businesses and Investment Coaching. Vince has served as workshop sub-committee chair for the AALU 2010 annual meeting, in addition to being a featured speaker in 2005. Vince is a Life and Qualifying member of MDRT, Court of the Table for 31 years and Top of the Table for 17 years and has spoken at the MDRT National Meeting. Vince is a member of the Forum400, Financial Planning Association, the National Association of Insurance and Financial Advisors, and the National Association of Estate Planning Councils. He has served as president of the New York City Chapter of the Society of Financial Services Professionals, and on the boards of the New York City Association of Insurance and Financial Advisors and the New York Estate Planning Council.
REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.
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The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education. Programs are COMPLIMENTARY.
Webinars are offered within the Tradewing online community, which is separate from the NAEPC website. Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.
Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is available, along with other opportunities to support the association. Email sponsorship@naepc.org to be added to the distribution list for opportunities.
