Virtual Morning Meeting: Planning Considerations for your Business and Family in Unprecedented Times

Date: Tuesday, October 27, 2020
Time: 7:45am - 9:00am
Location: Zoom - Register through CVent
Speaker: Steve McConley and Jennifer Proper



In a typical election year, there are challenges and opportunities for business owners and wealth planners due to the correlation between taxes and politics and the potential implications on the stock market. In 2020, the COVID-19 pandemic has stalled global economies, causing asset values and interest rates to plummet. However, with some advance planning, investors can take advantage of the current economy in a way that makes a meaningful impact for future generations. In this session, Jennifer Proper, Senior Wealth Planning Strategist, Abbot Downing, and Steve McConley, Business Transition Specialist, Wells Fargo Private Bank, will discuss ways to take advantage of the Wealth Planning Trifecta: low interest rates, potentially low business valuations and historically high estate tax exemption.

LEARNING OBJECTIVES:  By Attending this session students will:

  1. Learn more about planning for their business during the current economic environment.
  2. Discuss the 2020 planning “trifecta”.
  3. Learn about the irrevocable trusts that can best be utilized this year. 

Approved CE: 1 CFP® & 1 CLE Credit & 1 MN Insurance Credit

Zoom Webinar Login: 7:45 – 7:55 am
Announcements: 7:55 – 8:00 am
Presentation: 8:00 – 9:00 am


See Upcoming Event Calendar