ESTATE & CONTINGENCY PLANNING FOR BUSINESS OWNERS
NOVEMBER 14TH | 7:30 AM – 8:30 AM
13616 CALIFORNIA STREET, SUITE 300 | OMAHA, NE 68154
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For business owners, their ownership interest often makes up a large portion of their personal balance sheet. This dynamic creates unique planning issues specific to business owners to protect this most valuable asset. However, business owners are often so busy working on day-to-day operations that this planning doesn’t get the attention it deserves. This seminar, led by Justin Vossen and Joe Hefflinger of Lutz Financial, will highlight the key estate and contingency planning issues that challenge business owners.
What can you expect to take away from this presentation?
- Gain an understanding of the essential estate planning areas that require attention.
- Explore the five D's of business owner contingency planning (death, disability, divorce, disagreement and distress) and how to confront them.
- Learn how to properly incorporate your business ownership into your overall personal financial planning.
Who should attend? Business owners and spouses.
