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