April 18, 2023 Breakfast Meeting
Will be rescheduled for a later date
Why Attend This Meeting?
You will learn/be refreshed on the key questions we should be asking during the discovery phase as well as what documents we should be asking for depending on how the client answers the questions.
Andrew Mackerer, Esq. will cover a real case example from his files (names changed to protect the innocent!) integrating Estate and Business issues—WHY Wills; Durable Powers of Attorney documents for health, finances and running the business; Buy Sell Agreements are SO important along with the nuances of us managing the relationships between the Owners, Attorneys, CPA’s, and Specialists etc. as we collectively guide the owners through the discussions.
Don Cooper, Regional VP Business Planning, will review of the critical importance of the owners retaining and incentivizing their key employees to stay for the long term via the various types of deferred compensation strategies (Golden Handcuffs) typically funded with Life and Disability insurance benefits. Don intends to review the key ingredients of these strategies as well as when/where they each should be considered. In today’s very tight labor market these tools are essential for planners to be aware of so they can assist their clients and bring in the experts as needed.
"Small Business Survival"
Andrew L. Mackerer, Esq., LL.M. Taxation, is managing member of Mackerer Law Offices and focuses his practice in estate planning, tax planning, trust and estate administration, guardianship, and fiduciary and beneficiary representation. He also advises business owners on tax strategies, choosing the right entity, and succession/exit planning. In addition, Andrew works with non-profit organizations in forming entities, obtaining or reinstating tax-exempt status. He has volunteered his time to prepare estate planning documents for first responders through the Wills For Heroes program in New Jersey and Pennsylvania and the Wills for Survivors program in Philadelphia.
Regional Vice President - Life
Don has over 35 years of experience in the life insurance industry working alongside financial advisors, producers, attorneys and CPAs in finding flexible insurance planning solutions for their clients. He has delivered many seminars and lectures to insurancelicensed advisors. And, he also has experience in working side by side with advisors and their clients on point-of-sale calls.
Don holds his Series 6 License as well as New York, New Jersey, and Connecticut state Life and Health Licenses. Don is a New York state certified continuing education (CE) Instructor and certified CPE instructor. He is a member of International Association of Financial Planners, and the National Association of Insurance and Financial Advisors (NAIFA).
Here is the GoTo Meeting Link
Will be rescheduled for a later date
Meeting is both in person and streamed via GoToMeeting.
Cost is $15 for members, $30 for non-members (a 50% reduction from last year!)
Cost is free for 1st time attendees (see Guest Policy below)
Location: Lincoln Investment Planning, Suite 10201,
10,000 Sagemore Dr., Marlton, NJ 08053 (map).
8:00 am - Breakfast/Registration (in person)
8:25 am - Sign-on (streaming)
8:30 am - Meeting
10:30 am - Adjournment
Guests are welcome to attend our meetings during the 2022-23 year with the following rules:
1st meeting attended (In Person or Virtual) — Cost is Free, Compliments of the Chapter. We welcome you!
Subsequent meetings attended (In Person or Virtual) -- Guest pays $30 non-member meeting registration fee at time of registration.
Guests/Non-members may join and become a member under one of 2 options (see a benefits comparison of both options):
Questions? Call us at 317-844-6268.