Smart Ways To Monetize a Life’s Work

8 to 10 a.m.

Harvey Katz and Carolyn Lloyd-Cohen will take part in this discussion on how to use qualified plans to tax-effectively strategize your succession plan. Topics of discussion include:

• When to begin planning for succession?
• Qualified plan designs to supplement buy-out and retirement needs/wants
• Create your own buyer with Employee Stock Ownership Plans (ESOPs)
• Pot sweeteners for management team and key employees for retention

Presenters

Harvey Katz, Esq., Partner and Co-Chair of Employee Benefits Practice at Fox Rothschild LLP

Carolyn Lloyd-Cohen, CLU, ChFC, AEP, AIF®, Principal and Founder of Carolyn Lloyd-Cohen LLC/Preferred Pensions LLC