Planning Ahead For The Business Owner

Date: 9/24/2026
Time: 1:00 PM - 2:00 PM (EDT)
Registration Deadline: 9/23/2026 5:00 PM (EDT)
Fee: No Fee

Point of Contact: Diane McFarland

Program Format: Online Meeting (Live)
Training Topics: Risk Management
Description:

Many flourishing businesses do not survive; only one-third succeed in the second generation. The key is planning early to avoid conflicts between heirs and surviving owners; and provide sufficient funding. Business owners must rely on a team of tax, legal, and financial professionals to plan for ownership succession; put funded buy-sell arrangements in place; and implement insurance-based techniques to attract, retain, and reward key management.

Presenters, Melissa Wilson & Mark Fisher Financial Services Professional New York Life Insurance Company

Registration Policies:

Registration and Fees: Payment of seminar fees may be made by check, money order or credit card. Payment must be received to guarantee your space in an event. You may receive special payment instructions by email once you register to the event

Refund Policy: If you wish to request a refund, please contact the conference organizer listed above to discuss. You may also elect to send a substitute in your place. If the event is cancelled, all fees will be returned.

Special Accommodations: In accordance with the American Disabilities Act and state law, you may request accommodations due to a disability by contacting the event organizer listed above. Advance notice may be necessary for some accommodations. Registration must be paid prior to accommodation requests.