DEPC Meeting: Creative Ways to Fund Business Owner Retirement

Date: Thursday, August 27, 2020
Time: 7:30am - 8:45am
Location: WebEx Webinar
Speaker: Vincent M. D'Addona, MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished)


About the Program

Every Business Owner leaves their businesses whether voluntarily or involuntarily.  Consideration in the positioning 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 who has business owner clients.

 

​About the Speaker

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 the Table for 17 years and has spoken at the MDRT National Meeting.  Vince is a member of the Forum400, Financial Planning Association, the National Association of Insurance and Financial Advisors, and the National Association of Estate Planning Councils.  He has served as president of the New York City Chapter of the Society of Financial Services Professionals, and on the boards of the New York City Association of Insurance and Financial Advisors and the New York Estate Planning Council.

 

​Continuing Education Credit

Continuing education credit will be available for Accredited Estate Planner® designees. In addition, a certificate of completion is available below for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. 

 

​Webinar Login Information

Meeting link:
https://stephaniehillllc.my.webex.com/stephaniehillllc.my/j.php?MTID=m2ffc722aff66eb9117e69816b26665be
Meeting number: 126 849 4227
Password: JJmVzNb5Q37 (55689625 from phones and video systems)

Join by video system:
Dial 1268494227@webex.com
You can also dial 173.243.2.68 and enter your meeting number.

Join by phone:
+1-415-655-0001 US Toll
Access code: 126 849 4227

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