Most advisors to business owners seem to automatically recommend granting stock options, grants or SAR’s (stock appreciation rights)when they develop their retention, reward or specialized retirement plans for their key people. This interactive workshop will teach advisors that there are inherent dangers and planted time bombs with this strategy. Attendees will learn about the entire spectrum of strategies and tools available to effectively develop programs to accomplish the objective of enhancing reasons for key people to stay with a business. You will leave with a broader understanding of what these strategies are and how they are implemented and administered. Also, you will leave knowing the 9 key strategies that require no dilution of company ownership and you will be equipped with a Blueprint of Design of a sample case study. Non CEPA’S are most welcomed.
Parking & Directions:
The Witte Museum is located at 3801 Broadway in Brackenridge Park, just north of downtown. Take the Adventure Walk from the parking garage to the H-E-B Lantern Entrance, located on Broadway St. Members of the Witte Museum staff are available for personal tours of the museum after the session.
About the Presenter:
Learn from industry expert, Thomas Jordan, CLU®, MSFS, CEPA, EPI South Texas Vice President, Executive Benefits and Business Planning Advisor.Meet the Presenter
Thanks to our sponsors!
This meeting will be held at The Witte Museum – Memorial Room.
Venue Address: 3801 Broadway St, San Antonio, TX 78209