Business Succession Planning Workshop with MassMutual Greater Philadelphia
Date and Time
Tuesday May 13, 2025
8:00 AM - 9:30 AM EDT
Location
New Castle County Chamber of Commerce
920 Justison Street
Wilmington, DE 19801
Description
This seminar covers business succession strategies using life insurance as a funding vehicle. We will discuss techniques and possible tax ramifications that may arise in such planning.
Upon completion, attendees will better understand:
- Why business succession is important.
- Different types of buy-sell agreements.
- The pros and cons of using life insurance as a funding vehicle in a buy-sell
- arrangement.
- The potential tax ramifications that surround succession planning.
Mike Profit, MBA
Financial Planner
MassMutual Greater Philadelphia
Text or Call: 302-303-6844
Email: mprofit@financialguide.com
Dennis D'Andrea, CFBS
Financial Advisor
MassMutual Greater Philadelphia
Office: 610-766-3029
dddandrea@financialguide.com
