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      What Keeps Business Owners Up at Night? (1 LU) in San Francisco

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      August 2, 2013

      Friday  12:00 PM - 1:00 PM

      101 Henry Adams Street
      San Francisco, California 94103

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      What Keeps Business Owners Up at Night? (1 LU)

      This presentation will address issues that keep business owners up at night. For example: How do I retain key employees? What will happen if my business partner dies? What is my succession/exit plan? Can my business fund my retirement? We will show different strategies to combat these concernsas well as buy sell agreements; how to differ income as a business owner; and employee benefits.

      Main Learning objectives:

      ·      Death or Disability of key employees or business owners/ partial owners

      ·      Business Continuation Planning

      ·      Recruit, Retain and reward key employees

      ·      Executive benefits for select employees

      ·      Investment strategies for retirement

      ·      Employee benefit programs

      ·      LongTerm Care needs


      With David Walther, CLU, CFP, Wealth Management Advisor

      "As a Northwestern Mutual Financial Network Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation. By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself."

      Categories: Other & Miscellaneous

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.
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