LIVE VIRTUAL EVENT: THE FOUNDATIONS OF
831(b) MICRO CAPTIVES
TAKE THE FIRST STEP IN UNDERSTANDING THE 831(b) TAX CODE
Attend Our Virtual Educational Event
During This Event You Will:
- Learn how 831(b) plans allow businesses to use tax-deferred dollars to reserve funds for future risks.
- Debunk common myths of 831(b) plans.
- Explore the most common risks that 831(b) plans have been used for that are commonly uninsurable by traditional means.
- Discover how 831(b) plans can be customized to suit specific business needs, offering flexibility in coverage.
- Learn from case studies showing how companies have successfully leveraged 831(b) plans to cover loss from unanticipated and underinsured events.
- Understand the difference between 831(b) plans and traditional insurance and how risk pools help spread out liability.
Register Now to Save Your Spot!
We will be giving out mobile Starbucks Gift Cards to the first 50 people who sign up to join us!
*Must attend the event to receive your gift card. Join us for breakfast, and we will buy your coffee!
Who Should Attend
BUSINESS OWNERS
Founders, CEOs, CFOs, and Decision Makers
If you have business risk concerns that keep you up at night, this is a great opportunity to learn how to utilize a tax-deferred solution to mitigate risks. This is an ideal solution for closely held companies grossing $1 mil - $40 mil. Fortune 500 companies have been utilizing this tool for decades, and now it's available for small-to-mid-size businesses to take advantage of as well.
TRUSTED ADVISORS
CFPs, RIAs, CPAs, Insurance Agents, Attorneys, & Consultants
This is an essential tool to have in your tool chest to help your clients effectively manage risk with pre-tax dollars. An 831(b) Plan is a 40 year old tax code strategy can help combat the hardening of the traditional P&C insurance market and funds can be managed by a financial advisor. Be the advisor to bring these solutions to your clients. If you don't, someone else will.
WHAT?
WHEN?
November 14th from 8:30 AM - 9:30 AM
Mountain Standard Time