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Event Details

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Date:
March 10, 2020
Time:
12:00 PM - 1:30 PM
Time Details:
12 to 1:30 PM
Cost:
free
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Financial Focus for Small Business Owners - Facilitator: Barry Rosenfeld

Tuesday, March 10, 2020

This is an essential workshop for all Small Business Owners. Business Planning & Strategies will be discussed. The areas of focus will include Buy-Sell Agreements, Deferred Compensation & Executive Bonus Plans, Key Employee Insurance, Life Insurance Programs for Employers & Employees, Long Term Care Insurance, Long Term Disability Plans, Simplified Employee Pension Plans and SIMPLE IRA’s. Your Facilitator for this workshop will be Barry Rosenfeld, Chartered Financial Consultant, Chartered Life Underwriter and Chartered Lifetime Assistance Planner. He is a resident of Maui and has been assisting businesses and families prepare for a secure financial future since 1976. Please call 270-5770 to reserve your seat. Thank you!