LIASB Special Event
Business Succession Planning (How to Exit as a Winner)
You've built a business, but how do you protect it? Who will take over when you retire? Who will keep it going if you become disabled or die? These are just some of the issues that will be addressed by LIASB's Succession Planning panel.
Topics will include:
- Tools for estate planning: Buy-Sells and Appraisals
- My business is my retirement; Income planning and must-do's
- Planning for death or disability; Key employee benefits
Guest Speakers
Lara M. Sass, Esq.,
Attorney and Founder of Lara M. Sass, PLLC, Pt. Washington, NY. Lara M. Sass, PLLC, is a boutique law firm dedicated exclusively to the practice of trusts and estates. Lara understands that estate planning is more than clients benefitting themselves; it is truly a client's gift to their loved ones and children.
Tony Borelli, MS, ChFC, LUTCF,
Financial Services Professional with MML Investors Services, MassMutual Financial Group, Melville, NY. Serving as a trusted adviser for over 20 years to business owners, individuals and families. Tony's mission is to help clients plan for and achieve "financial independence" and get to a point where "work is optional".
Scott J. Kohen, CLTC,
Partner at the Laffie Financial Group, Syosset, NY. Scott has over ten years of experience in financial services. As an advisor, his primary focus is estate and insurance planning for individuals, families and business owners. 26 ai Prior to joining LFG, he managed his own advisory office with Edward Jones Investments and was a Regional Consultant for Alliance Bernstein in New York City.