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NAIFA-Atlanta's
Succession Planning Seminar
CLICK HERE TO PRE-REGISTER ONLINE Friday, August 22 7 am - 11 am Villa Christina (www.villachristina.com) **THREE HOURS OF CE CREDIT APPLIED FOR** Members = Free; Guests = $35; Interns/College Students = $15 Succession Planning is a hot topic in the business world today, and the insurance and financial services industry is no exception! Join us at this meeting to hear valuable tips and traps to avoid when putting together a succession plan for your business. We'll begin the seminar by hearing from Donald A. McLaughlin, CLU, ChFC, MSM, the Director of Business Development at Principal Life Insurance Company's Corporate office. In this role, Mr. McLaughlin is responsible for the implementation of Career Distribution’s mentoring and the succession planning programs. He will be presenting a program entitled "Who Do You Trust?" which will address the fact that succession planning is far more than just finding a replacement at retirement. It is about maximizing value, growing sales, increasing strategic options and fulfilling your service commitments to your clients. Following Mr. McLaughlin's presentation, Atlanta-based attorney John J. ("Jeff") Scroggin, AEP, JD, LL.M will present to the group. Mr.Scroggin is the founding partner of Scroggin & Company, P.C. in Roswell, GA. His firm devotes its practice to tax, business and estate planning, probate and the negotiation, selling and purchasing of properties and businesses. Mr. Scroggin is a nationally recognized speaker and author of over 300 published articles, books and outlines. Mr. Scroggin will be sharing his expertise in the area of pitfalls to avoid during the succession planning process. To round out the morning, attendees will enjoy hearing from some of our own members who have already been through the succession planning process, or are currently in the midst of one. Participants will share their experiences, as well as some practical advice that audience members can implement in their own businesses. Panelists include E. Bruce Shaw, CLU, ChFC, William G. ("Bill") Loventhal, CLU, ChFC, CFP, AEP and Daniel K. Loventhal, CFP. Additional panelists to be announced. |
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