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August 22 | Dallas

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7:30 am: Breakfast
Introduction of the Case Study
by Meeting Emcee Rob Wellendorf

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8:00 am: Using Loan Split-Dollar to Attract & Retain Employees
Presenter: Kevin Cox & Kathleen Bilderback

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8:30 am: Split-Funded Defined Benefit Plans: Qualifying for the 199A Deduction and Catching up on Retirement
Presenters: Stacey McMahan & Bruce Gendein

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9:00 am: Break

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9:15 am: Buy/ Sell LLC: Business Owned Cash Value Life Insurance Policies for Retirement Needs
Presenter: Presenter: Andrew Rinn

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9:45 am: Estate Planning Ideas for the Small Business Owners
Presenter: Ron Lee

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10:30 am: Q&A with the Experts

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11:00 am: Conclusion of Event

Event Details

Event Registration:

NAIFA & FSP Members:
-Face-to-Face at The Clubs of Prestonwood: $99
-Virtual: $99

Non-Members:
-Face-to-Face at The Clubs of Prestonwood: $150
-Virtual: $150

Register Join NAIFA

 

Venue Location:

THE CLUBS OF PRESTONWOOD - THE CREEK CLUBHOUSE
15909 Preston Road
Dallas, TX 75248
972.239.7111

Meals:

A full breakfast will be served. Please contact us if you have any special dietary restrictions.

 

Sec. 125 Cafeteria Plan, Flexible Spending Account