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THREE CRITICAL INSURANCE PLANNING CONSIDERATIONS FOR BUSINESS OWNERS AND THEIR FAMILIES
October 25, 2023 @ 1:00 pm - 2:00 pm EDT
Free
Participants of the free live webinar will be eligible for 1 CPE credit.
In this session, you will learn how to navigate risks and take advantage of timely tax and strategic planning opportunities. We will also explore client case studies to get a deep understanding of the planning considerations. Plus, a bonus discussion on charitable planning and the case for insurance so you can give more now, preserve cash flow, and increase your overall gifting ability.
PRESENTER
Greg Lopez, President – Marcum Insurance
CPE CREDITS
| Program Description | Three Critical Insurance Planning Considerations for Business Owners and their Families |
| Important Notice Regarding CPE: | |
| Learning Objectives | After completing this session, participants will be able to:
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| Instruction Delivery Method | Group Internet Based |
| Recommended CPE Credit | 1 Credit |
| Recommended Field of Study | Specialized Knowledge |
