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Principal Business Owners Insights & Medicare Update Educational Program

Tue, Sep 12

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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!

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Principal Business Owners Insights & Medicare Update Educational Program
Principal Business Owners Insights & Medicare Update Educational Program

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 ended
  • Non-Members

    $50.00

    Sale ended

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ABOUT US

The Financial Planning Association (FPA) is the indispensable resource for CERTIFIED FINANCIAL PLANNER (CFP®) Professionals. Our primary aim is to elevate the profession that transforms lives through the power of financial planning.

CONTACT

Lori Somerville

(877) 817-8400

lori@fpaghv.org

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