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Solutions for Business Owners – 1 Hour Continuing Education

November 19, 2021


Solutions for Business Owners

Please join us for a complimentary one-hour intermediate CE Class Credit*

You’ll learn more about:

  • How business value impacts overall planning
  • Solutions to help the business owner protect their business
  • The importance of reviewing the buy-sell agreement to ensure it’s meeting the client’s objectives
  • Helping business owners see how their business can play a part in their retirement income strategy

 

Friday November 19th 2021

 

Two locations available:

  • Miami Office ~ 9-10am | 703 Waterford Way, Suite 190 Miami, FL 33126 (Danish & Coffee served) Offering ID: 72835
  • Miramar Office ~ 12-1pm | 3401 SW 160th Ave., Suite 400 Miramar, FL 33027 (Lunch served)

Offering ID: 72836

 

RSVP today by contacting Maria Hernandez at Hernandez.maria.i@principal.com | (954)885-5114

 

Presenters:

Steven Saladino, RICP®, LACP, LUTCF®
Managing Director

Joseph A. Nagy, CLF, CLU, LUTCF®, RICP®
Senior Managing Director

Details

Organizer

  • Prinicpal
  • Phone (954)885-5114
  • Email Hernandez.maria.i@principal.com