Principal Business Owners Insights & Medicare Update Educational Program

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,…