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COVID-19 Relief Workshop for Business Owners

The Value of a Buy-Sell Plan: How to Design and Fund It

Topics Include:

  • An effective way for business owners to protect their interest in the event of a death, disability, or retirement.
  • Legal shareholder agreements, what to know, how to draft, fund, and maintain.

Andrea Shoup, Esq. will be presenting with Tom Somers, CFP at Stonehouse Insurance

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