Skip to content

Planning for Business Owners

Planning for Business Owners

Wednesday, April 22, 2026 (6:30 PM - 8:30 PM) (PDT)

Description


Planning for the Business Owner

You are invited to attend Planning for the Business Owner, a complimentary informational workshop designed specifically to review many of the issues faced by closely held business owners today.

Topics covered include:

  • The impact the loss of a key employee has on the owner of a business
  • Ways to reward key employees and owners
  • Estate planning issues that will be faced by the business owner and his/her family at death
  • To help lay out a "road map" or action plan for implementing solutions

Seminar Workshop and Sales Presentation

Date:
Wednesday, April 22, 2026

Time:
6:30 PM -8:30 PM

Location:
101 Metro Drive, San Jose CA 95110

RSVP:
Click here or scan the QR code to register.


Presented by:
Frank Huang, JD, LL.M
Corporate Vice President
New York Life Insurance Company

Hosted By:
Agents
Greater San Jose General Office
New York Life Insurance Company
550 S Winchester Blvd, Suite 405
San Jose, CA 95110


NOTE: When you register, enter 'David Hoang' in the text box for who invited you.

 


David Hoang
               David Hoang


This seminar and sales presentation is for informational purposes only. This represents an understanding of generally applicable rules. New York Life Insurance Company, its agents or employees may not give legal, tax or accounting advice. Attendees should consult their own professional advisors prior to implementing any planning strategies. © 2017 New York Life Insurance Company. All rights reserved. SMRU 5033401 (exp. 7.31.2028)

Pricing

Free

Wednesday, April 22, 2026 (6:30 PM - 8:30 PM) (PDT)

April 22nd, 2026 from 6:30pm to 8:30pm

Categories
Member Event
Chamber Event
Community Event
Powered By GrowthZone