Date TBD
Union League Club of Chicago
65 West Jackson Blvd
Chicago, IL
Come and see what hundreds of professional advisors are calling 'their ticket' to exit planning success. Pinnacle Equity Solution's Exit Planning Chapter Meetings are where the industry's best trained and most committed professional advisors and consultants gather to 'learn and earn' with and from each other. Our next Chicago Chapter meeting will be held on Wednesday, September 21st at the Union League Club of Chicago.
Pinnacle's Chapter meetings are designed as half-day educational sessions for the Members of Pinnacle's training program. However, due to the growing demand for the inclusion of a larger group of professional advisors, we are inviting non-members to attend our entire networking and educational session from 7:30 until 12:00.
Pinnacle Members have access to the half-day of training and business development curriculum and networking. Our guests can meet the Members who are quarterbacking exit plans and honing their practices to fill specialized niches within the exit planning engagements.
You are encouraged to attend and become a part of Pinnacle's growing family of professional advisors by attending this upcoming event. Come and see for yourself how our leading training and networking programs can help you grow your exit planning practice.
Agenda
- 7:30 – 8:00 am: Breakfast and Networking
- 8:00 - 8:30 am: Welcome & Introductions
- 8:30 - 10:00 am: Guest Speaker, David Gagnon: Captive Insurance as a tool for an Exit.
- 10:00 – 10:15 am: Break
Practice Management - Case Study Session - Optional
- 10:15 - 12:00 pm: Case Study Session - Learn from other advisors who are actively working with clients on exit plans and promote your business by providing solutions to the business owner's situation.
Speaker
David Gagnon, CPA, RFC, CFS, CEA, specializes in Captive Insurance Companies for small business owners. 'Captives' are a highly specialized tool that can help business owners with their tax burdens. They can also become a part of an overall transition of an owner's wealth from one generation to the next. Although Captive Insurance Companies have been around for over 100 years, they have only recently been available to small business owners in the last few decades.
David's presentation will go into detail as to how business owners can take advantage of this tax law while benefiting both their company and their personal ability to exit their businesses.
David has been advising individuals and business owners for the past 26 years in areas of tax, retirement, wealth management, investment & estate planning, long term care, life insurance and multi-generational planning. His retirement planning seminars have been widely attended by retirees of IBM, Bristol-Meyers, Pfizer, Unilever, New Haven Regional Water Authority, SBC, Sikorsky, United Technologies, and the Federal Government. David has written articles for the American Chiropractor publication, been featured on TV channel 8 WTNH, and a guest speaker for radio programs in Lafayette, Indiana and Naples, Florida. Former host of “Your Undiscovered Wealth” radio program on WICC 600 AM.
Chapter Leader
Lee A. Dahmer, CPA, CM&AA, is a Partner with B2B CFO®, the nation’s largest CFO firm focusing on emerging and mid-market companies. Lee was the CEO and CFO in diverse companies in the manufacturing, distribution and service industries and an M&A advisor to privately-held and family owned businesses.
Lee brings his clients hands-on operations, management and financial expertise together with his ability to see the big picture challenges of growth, strategy, financing and exit. This combination helps him relate well with business owners and work side-by-side with them to bring sustainable, profitable growth. As a trusted advisor to owners, he is keenly aware of the nuances and personal dynamics within family-owned businesses and helps guide the owners thru the Exit planning process.
Chapter Leader
Phil Elworth, CPA, is a Partner with B2B CFO®, the nation’s largest CFO firm focusing on emerging and mid-market companies Phil brings his skills in strategy development and execution to any business situation. His vast financial and operating experience, combined with strong leadership, positions him to quickly assess the needs of a business, develop a plan and prepare for implementation. His competencies include strategy development and analysis, purchase and disposition of assets, planning strategy implementation along with the execution of strategy. Financial strengths include budgeting, forecasting, multi-year financial modeling, financial reporting, cash flow projections and working capital acquisition.
Event Details
Pinnacle's Chicago Exit Planning Chapter Meeting
Date TBD
8:00 AM - 12:00 PM
7:30 AM Registration & Networking
Union League Club of Chicago
65 West Jackson Blvd
Chicago, IL
Non-members
$55.00
Members
$45.00
If you have questions about registering for this event or require additional information about our services, you can call our Pinnacle Equity Solutions office at 781-821-2608.