<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
blank

August 22 | Dallas

triangles

7:00 am: Registration & Breakfast

triangles

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

triangles

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

triangles

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

triangles

9:00 am: Break

triangles

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

triangles

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

triangles

10:30 am: Q&A with the Experts

triangles

11:00 am: Conclusion of Event

Event Details

Event Registration:

NAIFA Members:
-Face-to-Face at The Clubs of Prestonwood: $99 pp
-Virtual: $99 pp
-Agency: $750 (up to 10 people) face-to-face or virtual

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

Register Join NAIFA

For FSP Members: 

Register About FSP

 

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.

Recommended Hotel: 

Dallas/Addison Marriott Quorum by the Galleria
14901 Dallas Parkway, Dallas, TX 75254
(972) 661-2800

 

Sec. 125 Cafeteria Plan, Flexible Spending Account