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October 15 | Charlotte

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12:30 pm: Registration Opens

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1:00-1:15 pm: Introduction of the Case Study by Meeting Emcee Keith Gillies

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1:15-2:00 pm: Split-Funded Defined Benefit Plans: Qualifying for the 199A Deduction and Catching up on Retirement
Presenters: Stacey McMahan & Bruce Gendein

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2:00-2:45 pm: Buy/ Sell LLC: Business Owned Cash Value Life Insurance Policies for Retirement Needs
Presenter: Andrew Rinn

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2:45-3:00 pm: Break

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3:00-3:45 pm: Estate Planning Ideas for the Small Business Owners
Presenter: Ron Lee

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3:45-4:30 pm: Using Loan Split-Dollar to Attract & Retain Employees
Presenter: Kathleen Bilderback

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4:30-5:00 pm: Q&A with the Experts

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5:00 pm: Program Ends

Event Details

NASCAR Hall of Fame
400 E. Martin Luther King, Jr. Blvd.
Charlotte, NC 28202

NAIFA & FSP Members: $99 for Face-to-Face or Virtual

Register Now

 

Questions regarding the day of/venue? 

NASCAR Hall of Fame
877-866-2432, Press 0

 

Sec. 125 Cafeteria Plan, Flexible Spending Account