Webinar: Strategies for Business Continuation Part 2: Key Person Protection

Date: Wednesday, May 12, 2021 | 11:00 AM - 11:30 AM

Venue: Your Computer,

Description: One of the toughest questions to ask and answer is, What if…? In association with Source Advisors, join us for a 3-part mini series, Strategies for Business Continuation where presenters Lee Boss, CPA, MBA, CGMA, Managing Director & Chair of Mercadien’s Private Company Services Group and Ross Karp, CLTC, Founder of 3P Insurance Services will give insight, guidance and ideas on how to build an answer to the question.

The second installment of the webinar series will consist of conversation surrounding Key Person Protection.

Mini Series Schedule:

  • Part 1 – Succession Planning – Friday, May 7, 11:00 – 11:30 AM
  • Part 2 – Key Person Protection – Wednesday, May 12, 11:00 – 11:30 AM
  • Part 3 – Business Protection – Wednesday, May 26, 11:00 – 11:30 AM

Presenters: Lee D. Boss, CPA, MBA, CGMA, Managing Director & Chair, Mercadien’s Private Company Services Group & Ross Karp, CLTC, Founder of 3P Insurance Services

Moderator: Michael Warady, CFP, Regional Director, Source Advisors