Business and Estate Planning from the Insurance Side

Business owners, Join MBE Wealth and Chris Steffel for an insightful session on business and estate planning with an insurance focus.

Learn how to:

• Ensure a smooth business transition & protect your loved ones' finances.
• Minimize estate taxes, plan for future tax changes, & navigate tax implications.
• Facilitate seamless succession, equalize beneficiary distributions, & avoid ownership disputes.
• Protect your business with key person insurance & safeguard assets for long-term care.
• Align your existing policies with your estate planning goals.

Attend In-Person or Virtually:

• April 24th, Noon - 1:00 PM

• In-Person registration Click Here (Limited Space) Location: MBE CPAs, E10890 Penny Lane, Baraboo, WI (Light lunch provided)
• Virtual registration Click Here