Closely Held Business Transfer & Exit Strategies / Business Entities Buy-Sell Analysis & Opportunities

Date(s) - 06/06/2014
8:30 am - 12:00 pm

East Greenwich Country Club – Bistro 9

THE BULFINCH GROUP Invites you to: Earn While You Learn
Presented in conjunction with:
The Guardian Life Insurance Company of America, New York, NY

Participant Learning Objectives:

The Business Entities for 2014 seminar will help you to:

  • Identify the various types of buy-sell agreements and their appropriate usage
  • Discuss the importance and methods of objective business valuation
  • Discuss the appropriateness of several buy-sell provisions and their effectiveness
  • Address questions about existing buy-sell agreements

The Retirement Plans: Client Suitability seminar is designed to educate you on the different types of Qualified Retirement Plans under IRC 401(a), the advantages or disadvantages of each and which plan best meets each client’s situation.

CPE Credits: 3 Credits Total
Program Level: Intermediate
Delivery Method: Group Live

Prerequisites: Experience working with small and medium sized businesses, and basic knowledge of applicable income tax laws.

Please Join Us After The Seminar for a Round of Golf (12:30 Tee-Off)
Contact Dave MacMillan for more information.

(401) 381-0531 or via email:

*When registering please indicate whether you plan to play golf or not (in addition to attending the seminar).

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