March 1219

By NAIFA St. Louis (other events)

Tuesday, March 12 2019 8:00 AM 9:00 AM

Breakfast 7:30am, Presentation 8-9am

Speaker Kathleen Bilderback

Which executive benefit plan designs will make the list of top 5 for 2019?  Join us and see!

During this interactive presentation, Kathleen W. Bilderback of Affinity Law Group, LLC will lead a lively discussion of the ideal client profile for each plan design, the tax and non-tax advantages to your clients, and best practices for informally financing these benefits with life insurance. When you leave this presentation, you will have the tools to confidently approach your business owner clients about including executive benefits in their planning.