Name: Our Launch webinar!
Start: 2021-05-25T08:00:00-08:00
End: 2021-05-25T17:00:00-08:00

May 2021
Special Meeting Event

May 5, 2021 @ 8:00 am - 5:00 pm

This is a special all day meeting event. To join, click this link xyz.com
Guy Baker Capital Split Dollar Presentation

May 5, 2021 @ 8:30 am - 9:30 am

The Penn Mutual West Region is inviting you to an exclusive virtual presentation on Capital Split Dollar™, a tax-favored benefit plan that uses leverage to fund insurance. Our presentation will focus on: How to fund a buy/sell agreement with tax deductible dollars How to fund estate tax liquidity with no gift tax implications How to […]
Our Launch webinar!

May 25, 2021 @ 8:00 am - 5:00 pm

May 25th Total Technology Transformation Registration Link https://totalfinancial.webex.com/totalfinancial/onstage/g.php?MTID=e45eae1178e263278dce7266265e03aef