
Principal Business Owners Insights & Medicare Update Educational Program
Tue, Sep 12
|Nonna Carola
Please join us for our first dinner program of the fall season at Nonna Carola in Mamaroneck! FPA members and non-members welcome to to attend!


Time & Location
Sep 12, 2023, 4:30 PM – 7:30 PM
Nonna Carola, 211 Mamaroneck Ave, Mamaroneck, NY 10543, USA
About The Event
Greetings, FPA Members & Colleagues!
We are pleased to announce that our first dinner meeting of the fall season will be held on Tuesday, September 12th, 4:30pm to 7:30pm, at Nonna Carola in Mamaroneck.
We'll kick off with cocktails and networking at 4:30pm, followed by dinner and two educational presentations.
Principal Business Owners Insights
This presentation will educate advisors on how to prepare small and medium size business owners for each phase of the business life cycle. Our speaker, Hratch Minassian, CIMA®, CAIA®, CIMC®, MBA, Senior Director and Market Leader, New England | Wealth Advisory Solutions, with Principal Asset ManagementSM, will share strategies for continuity planning, business evaluation (and how to protect the value of a business) and planning for significant liquidity events. Hratch will also discuss how to address the top five priorities of business owners which include business protection, health and wellness solutions, business success planning, income planning,…
Tickets
FPA Chapter Members
$0.00
Sale endedNon-Members
$50.00
Sale ended