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Extract more wealth from your business

  • 20 Jun 2019
  • 10:30 AM - 11:30 AM
  • 17150 W Main St, Monroe, WA 98272

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Learn how to extract more wealth from your business.

You are invited to attend “Extract more wealth from your business”, a complimentary workshop on business planning strategies designed specifically for entrepreneurs like you to address the sustainability of your business, your ability to recruit and keep top talent, and the financial security of your family.

Topics covered include:

  • Executive Bonus, Strategies to reward and retain top talent in your organization 
  • What to do with “Cash On the Balance Sheet”, COTBS  
  • Maximizing liquidity 

SEMINAR WORKSHOP AND SALES PRESENTATION Thursday, June 20th, 2019

Today's the day you can make the decision to protect the financial future of yourself and your loved ones.  And New York Life has the options to make the choice truly your own, with solid product designs, valuable riders, and the company strength to back them up.

Deadline to register is June 18 to help ensure we have enough packets and room. 

Doors Open at 10:00AM

Presentation at 10:30-11:30AM

To be held at St. Vincent de Paul's Training Room at: 17180 W Main Street, Monroe Washington 98272

Sponsored By: Jim Deal and Martin Rushkarski Agents, New York Life Insurance Company

Presentation By: Brent Wegner, Senior Director of Development, CLU®, ChFC®, CLF®, CASL, RHU, REBC, LUTCF

Seattle General Office 10885 NE 4th St. Suite 1400 | Bellevue, WA 98004

This seminar and sales presentation is for informational purposes only. This represents an understanding of generally applicable rules. New York Life Insurance Company, its agents or employees may not give legal, tax or accounting advice. Attendees should consult their own professional advisors prior to implementing any planning strategies. © 2019 New York Life Insurance Company. All rights reserved.

LearnHowToExtractMoreWealthFromYourBusiness-06_06_2019.pdf

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CONTACTS

Operations Manager-Janelle Drews

Office@ChooseMonroe.com

360.794.5488

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