BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/New_York X-LIC-LOCATION:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:eb349817c40fccce594473f235da65bb39 CATEGORIES:Events SUMMARY:NAEPC Webinar: Creative Ways to Fund Business Owner Retirement DESCRIPTION:
Wednesday, August 12, 2020
3:00pm - 4:00pm
ET
Speaker: Vincent M. D'Addona, MSFS, CLU ®, ChFC®, RICP®, CExP®, AEP® (Distinguished)
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Every Business Owner leaves their bu sinesses whether voluntarily or involuntarily. Consideration in the positio ning 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 w ho 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 t he Table for 17 years and has spoken at the MDRT National Meeting. Vince is a member of the Forum400, Financial Planning Association, the National Ass ociation of Insurance and Financial Advisors, and the National Association of Estate Planning Councils. He has served as president of the New York Cit y Chapter of the Society of Financial Services Professionals, and on the bo ards of the New York City Association of Insurance and Financial Advisors a nd the New York Estate Planning Council.