NAIFA Level Up Roadshow – August

THE CLUBS OF PRESTONWOOD - THE CREEK CLUBHOUSE 15909 Preston Road Dallas, TX 75248
August 22, 2019   |   7:30 am

August 22 | Dallas

7:30 am: Breakfast
Introduction of the Case Study 
by Meeting Emcee Rob Wellendorf

8:00 am: Using Loan Split-Dollar to Attract & Retain Employees
Presenter: Kevin Cox & Kathleen Bilderback

8:30 am: Split-Funded Defined Benefit Plans: Qualifying for the 199A Deduction and Catching up on Retirement
Presenters: Stacey McMahan & Bruce Gendein

9:00 am: Break

9:15 am: Buy/ Sell LLC: Business Owned Cash Value Life Insurance Policies for Retirement Needs
Presenter: Presenter: Andrew Rinn

9:45 am: Estate Planning Ideas for the Small Business Owners
Presenter: Ron Lee

10:30 am: Q&A with the Experts

11:00 am: Conclusion of Event

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