Registration & Networking

Welcome Message - Jason Foster & Marc Sigmon

Owner Benefit Plans
with Mark Ditondo

Join Mark Ditondo, Vice President of Retirement Services Sales at Lafayette Life for Owner Benefit Plans - 2021 Pensions by Lafayette Life.

New Era of ESOP's
with Kelly Smith, CLU, ChFC, RFC

This presentation will discuss programs designed to enable business owners to reposition taxable profits into Tax Exempt Retained Capital TM (TERCTM), using one or more of CapitalSmith's Offset StrategiesTM, including, but not limited to CapitalSmith's Pre-LeveragedTM, and/or Capitalized ESOPTM, as components, which, when properly combined with the appropriate trusts and additional agreements, forms a Fully Insured Financial InfrastructureTM. This results in businesses that have a stronger structure, to accelerate growth, be asset-protected, allow for a smoother more efficient, succession and exit, with higher, NET retirement.

NAIFA Legislative Update - Peter Buechler & Michael Mares

Lunch

One Silver Bullet
with Jeff Snyder, EVP

IRS Tax Section 162 provides additional solutions employers are looking for beyond traditional retirement investment strategies and asset protection strategies. Learn how IRS Tax Section 162 can easily and effectively help business owners recruit, reward, retain and retire quality employees while benefiting themselves, their business, selected employees and their families. Section 162 is versatile and serves as the perfect alternative to IRAs, 401(K)s and all other traditional qualified plans.

The Business Owner Planning Process - Helping Business Owners Make Smart Financial Decisions
with Rod Roberto, CExP

Join Rod Roberto with Westpac Wealth for an informative session on opportunities you may not be aware of working with your business owner clients! These business owners have worked their lifetime to build their largest asset, and as advisors, we can help them maximize various outcomes and ensure we are there to walk them through all these strategies!

NAIFA Membership - Rich Coffin

Break

Creating an Executive Bonus Plan That Rewards Longevity or Performance
with Donna Sinor, JD, CLU, ChFC

Business owners are always looking for “golden handcuffs” to attract and retain the best employees. Business owners like the simplicity of an executive bonus plan, but they sometimes object to the complete portability of the employee-owned policy. A longevity or performance based executive bonus plan is the compromise that many business owners are seeking.

Closing Comments - NAIFA-California President, Sarah Martin

Networking Happy Hour