Business Owner Retirement Planning

When:

  • Nov 19, 2019 11:00 AM – 12:00 PM
Fee Type of Fee
No Charge MBI Members Only

Brochure and Registration

Presenters: Steve Utsler, Principal - West Des Moines, IA
Lance Hennesay, Principal - Fresno, CA

Master Builders of Iowa is working with Principal to provide an informative webinar series designed to help business owners with the logistics of succession planning and retirement. If you are a company owner and have had a single thought about retirement, when to retire, and how to retire and leave the business in good hands, this is a must attend webinar series. It is never too early to begin the planning process, but it certainly can be too late.

Session 2 | Business Owner Retirement Planning

Helping business owners incorporate their business into their retirement income planning.

• Determine what is needed to retire, and how the business fits into that picture.
• Select the right transition plan.
• Build a customized action plan.

Registration will be handled as a series. When you register, you will automatically be registered for the remaining session.
• Session 3, Key Employee Strategies – Growing and Retaining Business Value, January 14, 2020

Educational and sales presentation
Insurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC. Principal National, Principal Life and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Steve Utsler, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. 874154-062019