April Panel Discussion - Adams Family

April 24, 2019
12:00 PM - 1:30 PM
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Piedmont Bistro
1265 S Cotner Blvd #38
Lincoln, NE 68510

Lincoln Chapter of FSP Meeting

Planning for Business Owners, Their Families, & Their Estates (A Case Study)

        When:    Wednesday, April 24, 2019

        Time:     12:00 PM (Noon) 1:30 PM

        Where:    Piedmont Bistro, 1265 S. Cotner Blvd., #38, Lincoln


Presented by:
A Panel of Experts  Troy Branch, ChFC, CLU, JD, Daniel D. Duren, CLU, ChFC, LUTCF and Noah Walz

This Case Study revolves around the issues of the fictious Golucki Family.  The head of the family-owned business and the owner and his wife want to retire. Harry and Happy have one son who has pre-existing condition.  Harry also has two children from a previous marriage and Happy also has two children from her previous marriage.

Although this is not a true story, the family’s concerns are very real.  The issues are common to most family-owned business owners.  The problems and roadblocks to the successful transfer of the business from one generation to the next are those shared by many.

Discussion topics:

  • Business succession: A situation where the retiring business owner has not told anybody about their future.  The financial professionals will give the client wise advice as well as the legal documents and insurance products that he could use to bring clarity, sanity and comfort to himself, his family and his management team.
  • Retirement Planning for business owners: Address the issue faced by many family-owned business owners and other owners of closely-held businesses:  How can they retire when most of their assets are tied up in the business?
  • Heath care in retirement: Discuss protentional options for the business owner and his family for dealing with potentially costly health care in retirement, including long-term care.


Lunch is available for purchase starting at 11:30 AM.


or by emailing


or contacting 402-483-6848

Chapter Sponsors:

Assurity Life Insurance Company
Brokerage Services, Inc.




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