Thursday, July 10th, 2014

Fiddler’s Elbow
811 Rattlesnake Bridge Road
Bedminster, New Jersey 07921

 

Space is limited; register today!

8:00 am - 9:00 am Breakfast & Registration
9:15 am - 9:30 am Sekhar Vemparala, Principle and Founder - wealthDNA®
bio


Program Introduction
suggested reading:   wealthDNA Process
9:30 am - 10:20 am Mike DiMayo, Oxford Risk Management Group - Sparks, MD
bio


The Closely Held Insurance Corporation IRC Section 831(b) aka the Mini captive
suggested reading:   Executive Summary IRC 831b Closely Held Insurance Captive (CHIC)
10:30 am - 11:20 am Ken Crabb, Vice President, Destiny Capital Corporation
bio


Restricted Property Trust
suggested reading:   RPT Concept Overview (pdf)
11:30 am - 12:20 pm Andrew Shapiro, Senior Vice President - Business Transition Advisors, Inc.
bio


Employee Stock Ownership Plans: An Integrated Planning Approach
12:20 pm - 1:30 pm Lunch & Question & Answer
2:00 pm Tee Off - Optional 9 Hole Golf on Meadow Course

 

Attire: This meeting and all events are business casual.

If you have questions, please contact:
deborah@wealthplanning.com
sekhar@wealthplanning.com
(908) 719-8800