Date TBD
New York Athletic Club
180 Central Park South
New York, NY
Come and see what hundreds of professional advisors are calling 'their ticket' to exit planning success. Pinnacle Equity Solution's Exit Planning Chapter Meetings are where the industry's best trained and most committed professional advisors and consultants gather to 'learn and earn' with and from each other. Our next New York Chapter meeting will be held on Tuesday, October 4th, at the New York Athletic Club.
Pinnacle's Chapter meetings are designed as half-day educational sessions for the Members of Pinnacle's training program. However, due to the growing demand for the inclusion of a larger group of professional advisors, we are inviting non-members to attend our entire networking and educational session from 7:30 until 12:00.
Pinnacle Members have access to the half-day of training and business development curriculum and networking. Our guests can meet the Members who are quarterbacking exit plans and honing their practices to fill specialized niches within the exit planning engagements.
You are encouraged to attend and become a part of Pinnacle's growing family of professional advisors by attending this upcoming event. Come and see for yourself how our leading training and networking programs can help you grow your exit planning practice.
Agenda
- 7:30 - 8:00 am: Breakfast and Networking
- 8:00 - 8:30 am: Welcome & Introductions
- 8:30 - 10:00 am: Guest Speaker, Dave Gagnon - Captive Insurance Companies as a tool for Exiting Owners
- 10:00 - 10:15 am: Break
Practice Management - Case Study Session - Optional
- 10:15 - 12:00 pm: Case Study Session- Learn from other advisors who are actively working with clients on exit plans and promote your business by providing solutions to the business owner's situation.
Speaker
Dave Gagnon,CPA, RFC, CFS, CEA, specializes in Captive Insurance Companies for small business owners. 'Captives' are a highly specialized tool that can help business owners with their tax burdens. They can also become a part of an overall transition of an owner's wealth from one generation to the next. Although Captive Insurance Companies have been around for over 100 years, they have only recently been available to small business owners in the last few decades.
David's presentation will go into detail as to how business owners can take advantage of this tax law while benefiting both their company and their personal ability to exit their businesses.
David has been advising individuals and business owners for the past 26 years in areas of tax, retirement, wealth management, investment & estate planning, long term care, life insurance and multi-generational planning. His retirement planning seminars have been widely attended by retirees of IBM, Bristol-Meyers, Pfizer, Unilever, New Haven Regional Water Authority, SBC, Sikorsky, United Technologies, and the Federal Government. David has written articles for the American Chiropractor publication, been featured on TV channel 8 WTNH, and a guest speaker for radio programs in Lafayette, Indiana and Naples, Florida. Former host of "Your Undiscovered Wealth" radio program on WICC 600 AM.
New York Chapter Leader
Steve Schertz, CPA, has 30+ years of financial, operational, IT and HR expertise. He utilizes his diverse business experience and superior team building skills to align strategic initiatives with overall business strategy. Steven has been a senior level financial executive for publically traded and privately held businesses in manufacturing of consumer and industrial goods, logistics and distribution, real estate management and construction. He began his career in public accounting, working for large national and local CPA firms auditing clients in a variety of industries.
Event Details
Pinnacle's New York Exit Planning
Chapter Meeting
Date TBD
8:00 AM - 12:00 PM
7:30 AM Registration
New York Athletic Club
Olympic Room, Suite 5
180 Central Park South
New York, NY
Non-members
$55.00
Members
$45.00
If you have questions about registering for this event or require additional information about our services, you can call our Pinnacle Equity Solutions office at 781-821-2608.