Philip V. Keenan will discuss the basics of buy-sell agreements. What does a buy-sell do? What contingencies does a buy-sell cover? What triggers the buy-sell? How is a business valued for the buy-sell? What are the different ways to fund a buy-sell?
This class is approved for 1-hour Continuing Education credit for life insurance providers, CFPs and CPAs.
You bring your lunch and questions, we will provide drinks and answers!