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Business Succession Planning and Insurance Seminar
. Please Note --> This is a Past Event!! .
Date:
9/7/2016
Time:
8:00 AM TO 9:00 AM
307 N Academy Street
Cary, NC 27513
Phone:
919-918-4892
Event Description:
Business Succession Planning and Insurance Seminar September 7th, 2016 8:00 a.m. – 9:00 a.m. (coffee, juice and baked goods from the Café Carolina and Bakery will be served) Do you have a business succession plan? Is it funded? What would you do if a key person in your organization died suddenly or became disabled? Do you have the funds available to search for and train a replacement? What if you become disabled yourself? Many owners have some type of protection in place, but often fail to see if it is enough coverage or if they are paying too much. Join Brendan Rodden CRPS®, Financial Advisor, and Brad Powell CFP® from Raymond James for a discussion of possible solutions and tax benefits to these and other business planning challenges that can impact your business and your family legacy. Brad is a Regional Marketing Director at Raymond James Insurance Group, with more than 25 years of experience in financial services and will be joining Brendan for the seminar. Raymond James does not use proprietary insurance products, but works with clients to find competitive options and solutions in the insurance market for their clients. Additionally, reviews by our team of currently held policies may find there are less expensive options available from other insurance providers. As a member of the Cary Chamber of Commerce we work with a number of different businesses within the community providing the financial services and expertise of a Fortune 500 company. If you would like to attend please RSVP to Holly Craddock by email at holly.craddock@raymondjames.com or by phone at 919-918-488 Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC
Directions:
Cary Chamber of Commerce
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About Us
Our Team
Board of Directors
>
Board of Directors Nominations
Four Pillars
Our Events
>
Annual Events
Monthly Events
Ambassadors
Program of Work
Contact Us
Membership
Why Join?
Ribbon Cuttings
Join Today
Membership Directory
Member Profile
Calendar & Events
Chamber Calendar
Community Calendar
Sponsor An Event
Small Business Excellence Awards
The Cary Area
Cary Economic Development
Cary Maps & Greenway System
Downtown Cary
Town of Cary
Live, Work & Play
Resources
Business Directory
Job Board
Member-To-Member Discounts
Starting A Business in Cary