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MassMutual Presents:

Minimize Risk, Maximize Value

May 23, 10:00 am

– 11:00 am

Camelback Ballroom

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Interested in attending? Contact us

memberexperience@beyondCEPA.com

About This Session

If business owners expect to maximize their value and fully monetize their businesses upon exit, they must mitigate risk. This panel discussion will provide insights into the various ways business owners can de-risk their business, personal and financial picture with proper planning. From insurance solutions that protect the business from the loss of an owner or key employee to diversifying the owner’s assets outside the business to help fund retirement, this discussion will provide actionable strategies designed to help business owners exit their businesses on their terms, whether that exit is by design or by default.

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Brian Trzcinski

Learning Objectives

Learn the ways insurance solutions can protect the business from the loss of an owner or key employee
Understand the importance of a written, funded, and current buy-sell agreement
Discover the role the business plays in effective retirement income planning
Learn strategies to attract and retain top talent

Agenda

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  • 2023 Summit
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  • 2023 Summit
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  • 2023 Summit
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    • Speakers
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