Business Succession Strategies

CountyKent (DE1288)
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Kent (DE1288)
Tel 2019-05-08
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Business Succession Strategies

What’s Your Business Worth? How Will You Retire From It? How Do You Retain Some of the Key People? As a business owner, you face a great deal of financial decisions. In addition to taxes, retirement and estate planning, you must also worry about providing retirement benefits to your firm’s employees, retaining your key people or preparing for their loss, and preparing for the day you will hand over the reins to someone else. You’re invited to learn how our Business Succession Strategies Workshop helps you develop strategies to address these key financial areas and decisions you and your business face. Presented by: J. Paul Jones, CFP®, ChFC®, CLTC Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC.

Diamond State Financial Group is independently owned and operated. Life insurance products contain fees, such as mortality and expense charges, and may contain restrictions, such as surrender periods. Policy loans and withdrawals may create an adverse tax result in the event of a lapse or policy surrender, and will reduce both the cash value and death benefit. Please keep in mind that the primary reason to purchase life insurance is for the death benefit it provides. This information may contain a general discussion of the relevant federal tax laws. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. This information is provided to support the promotion or marketing of ideas that may benefit a taxpayer.
Taxpayers should seek the advice of their own tax and legal advisors regarding any tax and legal issues applicable to their specific circumstances. 2353351 01/2019.

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