Rachel Dahl will be presenting at a Business Owner Roundtable sponsored by Hellmuth & Johnson and Northwestern Mutual.
The program For closely held business owners, proper estate planning can minimize the emotional and financial stress their families will experience upon the owner’s death. Business owners who spend so much time working in the business often neglect to take time to create a plan which could lessen this stress and reduce costs and taxes.
If you have questions regarding estate planning concepts, related tax consequences, recent law changes, wills, trusts, Power of Attorney’s and how it all fits together, this luncheon is for you! With a new administration, we will also cover some of what you can expect in 2017.
Please be attend and leverage the expertise of the speakers and other business owners on these important topics.
Date:
Thursday, February 16th, 2017
11:30am – 1:30pm
Northwestern Mutual – Minneapolis Boardroom
Capella Tower, 225 6th St S., Suite 2900, Minneapolis, MN 55402
Facilitators:
Rachel Dahl, Attorney, Hellmuth & Johnson, PLLC, Edina, MN
Brady Lindemann, Financial Advisor, Northwestern Mutual
Keith Moeller, CPA, CFP, Estate & Business Planning Specialist, Northwestern Mutual
RSVP:
Please RSVP with any dietary restrictions to Corinne Kapsner by Friday Feb 10th. This exclusive opportunity is limited to 20 attendees, so please respond early to secure your seat!
Parking:
Parking will be validated from the Capella Tower underground garage, located on 7th Street S, between 3rd Avenue and 2nd Avenue. Please bring your parking ticket with you.