When:
November 8, 2018 @ 12:00 pm – 2:00 pm
2018-11-08T12:00:00-05:00
2018-11-08T14:00:00-05:00
Where:
KAFL Insurance Resources
800 Linden Ave
Rochester, NY 14625
USA
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Trust Assets:  You can’t touch that!….or can you?

  • Learn about ways to access trust assets as living benefits.
  • Who are good candidates for this conversation!

Buy-sell agreements.. aren’t they all the same?

  • Different structures of buy-sell agreements and the effects on the owners and successors
  • Case studies!

Lunch will be served

Click here to RSVP. 

Sponsored by: Prudential (Randy Wolf, RVP)

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