Tuesday October 25, 2011 - 6:30 to 7:30 - Business Succession Planning
Have you planned your exit? What will you do when it is time to pass on your company? Deborah Roser, Al Liskunas, Nikolay Safonov discussed how to maximize company value, choose successors, fund a sale and execute a smooth transition.
12b-1 401k Annuities Beneficiary CDS Conversion Dow Jones ETF ETN Estate Planning Europe Greece IRA Investments PIIGS Retirement Retirement Income Roth IRA Taxes VIX bank bond cash flow cost crisis debt diversify financial planning insurance investment investments mutual funds portfolio retirement return risk stock strategy tax volatility
Annuity ABC's While these insurance products can be complex and confusing, annuities can provide steady income at lower risk. Tom Roberts, CFP®, will help you understand the different varieties, costs and options, so you can decide if an annuity is right for your situation. Free. Information and RSVP at StraightTalkSarasota.com or 927-9590. Tuesday, May 8, 10:30 - 11:30 a.m., Fruitville Public Library, 100 Coburn Road, Sarasota. |