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NAIFA-Dallas “Celebration of Achievement” Luncheon & CE

June 23, 2016
11:15am – 1:00pm

Prestonwood Country Club
15909 Preston Road
Dallas, TX 75248

You are cordially invited to join us on June 23, 2016 for our “Celebration of Achievement” + CE Following.

Luncheon & honoring the recipients of NAIFA Quality Awards & Installation of 2016-2017 Board of Directors by Chris Hatton, President-Elect, NAIFA-Texas and featuring Daniel M. Zugell, presenting “Employee Stock Ownership Plans: Defending and Growing Your Practice”

Dan will share with you how ESOPs can be a very tax advantaged method of transferring a closely held business from one generation to the next and can enhance the practice of financial advisors as their clients seek advice regarding their exit strategy. ESOPs offer many advantages, tax and otherwise, to the selling shareholder, the sponsoring company and the employees. The presentation will also discuss corporate governance, structuring alternatives, financial and tax planning related to ESOPs. Additionally, the applicable investment and insurance related financial products will be examined.

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Daniel M. Zugell, LUTCF, CLU, ChFC Senior Vice President, Business Transition Advisors, Inc.
Photo of Dan Presenting in Dallas
Photo of Dan Presenting in Dallas