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DTSTART:20120313T113000Z
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LOCATION:LPGA International
UID:631320120313T113000ZOvercoming Separation Anxiety: 
DTSTAMP:20260414T234616Z
DESCRIPTION:\n  \n \nOvercoming Separation Anxiety: "Why and How to Separate Your Wealth from Your Business" \n  \nDate: Tuesday March 13, 2012 \n  \nTime: Breakfast @ 7:30 am, Video 8:00 am to 10:15 am\n \nLocation: LPGA International \n[Directions to LPGA International: Click](http://www.lpgainternational.com/directions.html) \n  \nCost: $25.00 payable at the door. Please note that persons making reservations and not canceling by noon, Monday, March 12th, will be invoiced by the EPCFC for the program cost.\n \n  \n \nProgram Overview \nBusiness owners have typically spent their working lives accumulating assets in preparation for retirement on the understandable belief that the best place to put profits was back into the business. But with the process of accumulation often becoming an end in itself, it became easy to lose sight of the larger goal of sustainable income for retirement. With retirement now imminent for many boomers and all assets tied up in the business, retirement is at the mercy of events such as business failures, adverse economic conditions, or children who can't or don't want to continue the business. This program explains the importance to business clients of separating their personal wealth from their business. Using case studies of a mid-sized C corporation with tax liabilities and a small closely held business which is an LLC, experts show how a "separation strategy can provide economic independence with no change in standard of living, regardless of what happens to the business. Financial planners will benefit from the discussion of the various strategies, including the use of life insurance, to separate personal from business wealth to create ongoing retirement income. \nAttendees will learn:\n Why it is important to separate personal from business assets Strategies, tools, and business entities that best protect against creditors The use of life insurance to fund succession planning strategies and for creditor protection Tried and true ways to extract money from the business \nWho should attend? \nFinancial planners, insurance producers, investment advisors, and retirement counselors. \nEducational Level \nIntermediate \n  \nCE Credits:\n ICB CFP CIE CLE CPE PACE CPC Enrolled Actuary  \n  \nRSVP: Elaine Wait - ehenry@arcadiahealthcare.com or 386-679-2148 \n\n
SUMMARY:Overcoming Separation Anxiety:  - Estate Planning Council of The Fun Coast 
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