Advanced Practice Symposium – “Meet the Feldmans” Case Study

Three Part Series –September 16, 23, & 30, 2020 | 2:00 pm eastern

“Meet the Feldmans” Case Study

NAIFA and Financial Service Professionals (FSP) have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts.

Facts About the Event:

• Case study scenario is distributed prior to the event for review & consideration
• Expert speakers use the case study as a framework for in-depth discussions with both
  online & in-person attendee live participation opportunities

Topics Include:

• Estate planning involving family owned business with complex family relationships
• Executive benefits in family-owned businesses
  Business succession issues