Attorney Marketing Annex Breakfast Network
Friday, September 15, 2017 | 7:30 to 9:00 a.m.
It is the perfect venue to further your professional relationships and grow your law practice through networking, referrals, and marketing with other lawyers in the Doral and Miami Area. Membership is limited to only lawyers and limited professionals (subject to approval by AMA members).
FREE for Attorney Marketing Annex™ Member (Call for Promo Code)
$25 for Non-Member Attorney
$35 for Non-Member/Non-Attorney Guests
*In Advance – Additional $10 at the Door. Members Please Call for Your Membership Promo Code: (786) 408-0700
Business Succession Planning Event
To educate participants on the topic of business succession strategies and using life insurance as a funding vehicle. We will discuss specific business succession techniques and the tax ramifications that may arise in such planning.
This lecture discusses business succession planning. Upon completion of this course, participants will:
v Understand the pros and cons of using life insurance as a funding vehicle.
v Understand the different types of buy-sell agreements.
v Be aware of the potential tax ramifications that surround succession planning and the potential tax consequences based on the decisions made.
v Define 3 different case examples of business succession planning.
Presented by: Albert Chavez & Joseph Arbolaez (MassMutual Miami)
Event Date: Friday, September 15, 2017
Venue: ICEBOX at CityPlace Doral
Registration Time: 7:30-9:00 a.m.
Presentation Time: 8:00 am
Seating is limited. Please RSVP no later than Tuesday, September 12, 2017
Albert Chavez and Joe Arbolaez are Managing Associates with MassMutual Miami. A top 100 in Fortune’s 500 top companies who have been helping clients and families grow and protect their wealth since 1851. Our experience and industry knowledge are key factors in our ability to help with Individual Client Consultations with regard to Investment and Insurance Strategies. We specialize in working with small businesses and individuals ensure and protect their overall financial foundation. Our focus has been helping our clients to prepare for and achieve their retirement income goals. By meeting with individuals and couples on a one to one basis, we are able to give more specific direction to reaching those goals. Baby boomers control 70% of the disposable income in American and have experienced stock market losses in prior recessions. Many have difficulty finding portfolio income. Our unique conservative investment strategy benefits those are looking to generate income not only through capital gains but with interest earned.
The information provided is not written or intended as specific tax or legal advice. MassMutual, its employees and representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.
This is a MUST Attend Presentation! Don’t Miss It!
Register Now! http://events.r20.constantcontact.com/register/event?oeidk=a07eej3x22ra7238a91&llr=niazh9cab