“Protect, Grow, Sustain: The Business Owner’s Risk & Capital Playbook”

Panelist:
Ray LaDieu, CFP, ChFC – Senior Client Strategist, BNY Wealth
Michael Fisher – Market Director, AFLAC Employee Benefits
David Wood - Founder and Chief Visionary Officer of Gateway Financial Partners
Moderated By:
Jason Foster, LACP – President of JF Wealth Strategies & Insurance Solutions

(choose one)

Track A: “Premium Finance, Split Dollar & the New Tax Efficiency Toolkit”
Dr. Guy E. Baker, Ph.D., MBA, MSFS, CEPA
President/ CEO of BTA Advisory Group, Wealth Teams Alliance & BMI Consulting

Track B: “Cracking the Code: Advanced Tax Planning for High-Income Earners”
Bruce Jones, President/ CEO
TaxWealth Inc.

Track C: "Tax Deductible Life Insurance in Retirement Plans - Section 412e 3 Secrets”
Nick Palaveda, MBA J.D. LL.M
CEO of National Pension Partners

(Round 1)

Lunch will be provided for all attendees, speakers, and sponsors.

The Ownership Equation: Tax, Value & Legal Strategy for Business Owners

Panelist:
Shelley Lightfoot, CEPA- COO at SC Institute, Law Office of Strazzeri Mancini LLP & The Founders Group
Stephen Alloy, Field Director, Pacific Life
Natalie Elser, CPA, President, California Professional Accountants Group, Inc.
Moderated By:
Janise Graham, CEPA, LACP, CLTC – Business Strategist with Leaving In Style & Entrepreneur’s Insurance Services

(same 3 tracks as Round 1, choose a different one)

Track A: “Premium Finance, Split Dollar & the New Tax Efficiency Toolkit”
Dr. Guy E. Baker, Ph.D., MBA, MSFS, CEPA
President/ CEO of BTA Advisory Group, Wealth Teams Alliance & BMI Consulting

Track B: “Cracking the Code: Advanced Tax Planning for High-Income Earners”
Bruce Jones, President/ CEO
TaxWealth Inc.

Track C: "Tax Deductible Life Insurance in Retirement Plans - Section 412e 3 Secrets”
Nick Palaveda, MBA J.D. LL.M
CEO of National Pension Partners

(Round 2)

“AI Made Simple - How to become a Superhuman Advisor and Skyrocket Your Productivity with Business Owners!”

Guest Speaker: Panos Leledakis
Founder at IFAAcademy, MDRT USA Community Leaders Team, Chair Global Ambassadors of Life Happens, NextGen Advisory Task Force At the American College, and AI Expert