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Income Planning for the Small-Business Owner and Employees

June 18 @ 9:00 am - 10:00 am

Program Overview

Over 21,000 business owners have frozen their defined-benefit pension plan in the United States, affecting over 23 million American workers. Worse yet, most small-business owners don’t feel they have saved enough for their own retirement. Some entrepreneurs plan to use the value of their business to fund their income for the rest of their life. There are risks for both the employee and employer when it comes to retirement income planning. The ability to control income and taxation while eliminating the credit risk of the buyer make negotiating the business sale more difficult. Attend this webinar for an enlightening discussion of how to eliminate one of small business’ larger liabilities and plan for the business owner’s retirement income strategy.

Attendees will learn:

  • The large pension risk transfer market and why it is so important to key decision makers
  • Challenges the advisor must discuss with the business owner as they look for a successor
  • Avenues to control taxation during a business sale
  • The ability to match cash flow and create a customized stream of income for business owners


June 18
9:00 am - 10:00 am


Online Webinar