Thu, Jul 13|
We will discuss income protection strategies that can help you as a business owner in the case of an unexpected event for yourself, your partner, or a key employee.
Time & Location
Jul 13, 10:00 AM – 11:00 AM
About the event
- Personal income protection
- Business protection strategies
- Expense coverage
- Business loans
- Buy-sell provisions
- Business partners and key employees
As a business owner, it’s important to consider the what ifs. What would happen if you were in an accident or got sick and couldn’t work for weeks, months, years, or even permanently?
How would you protect your income and provide for yourself and your family? We will discuss income protection strategies that can help you as a business owner in the case of an unexpected event for yourself, your partner, or a key employee.
1. William Kim - Tax & Financial Group
As a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., William provides services in:
• Retirement Planning, including Retirement Income Planning, if applicable
• Investment Strategies and Management
• Estate Planning and Legacy Planning
• Optimized Tax Strategies
2. Andy O’Brien, JD, CFP®, CLU - Tax & Financial Group
Andy O’Brien is a Managing Partner at Tax & Financial Group. Andy provides expert guidance related to our clients in the areas of personal financial planning, complex estate planning, business succession planning, and executive compensation strategies.
William Kim (CA License No. 0H80884) & Andy O’Brien (CA License No. 0M96078) are Registered Representative and Investment Advisor Representatives with Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian FinancialServices, Inc. Member FINRA/SIPC Tax & Financial Group (TFG) is independently owned and operated. Neither TFG, nor SFS are affiliated with ABASD. Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. 5675282 DOFU 5-2023