DATE: September 11, 2015
TIME: 10:00 am – 12:00 noon
LOCATION: The Hawthorns in Fishers, IN
I am honored to be the guest speaker at the Northwestern Network Mutual Training Day, where I will be provide insight on my process for succession planning.
Agenda:
- Overview of Business Succession Planning – the Basics
- Let’s Talk Taxes
- Use of Life Insurance in Succession Planning
- Hot Topics in Farm Succession Plan
(Please note that this event is only open to Northwestern Mutual employees)