Webinar

What advisors need to know about the Connelly decision

Estimated 4m read
Webinar

What advisors need to know about the Connelly decision

Webinar

What advisors need to know about the Connelly decision

Learn about the impact of the Connelly case on buy-sell agreements

Estimated 4m read
Webinar

What advisors need to know about the Connelly decision

Learn about the impact of the Connelly case on buy-sell agreements

Estimated 4m read
Webinar

What advisors need to know about the Connelly decision

Learn about the impact of the Connelly case on buy-sell agreements

Estimated 4m read
Webinar

What advisors need to know about the Connelly decision

Date
Thursday, June 27, 2024
Time
2pm ET / 11am PST
Duration
45 minutes
Featuring
Bill Ventura
VP, Strategic Growth
Modern Life
Dan Finn, JD*, CLU®, CFP®
Advanced Solutions Director
Principal Financial Group
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By Modern Life
June 18, 2024
By Modern Life
Jun 18, 2024
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Summary
1
An overview and background of the Connelly decision
2
How the decision impacts existing buy-sell agreements
3
What steps you can take to review clients' succession plans
3

Join representatives from Modern Life and Principal to learn how the Supreme Court's recent decision in Connelly v. Internal Revenue Service is likely to impact your practice, as well as your clients' financial plans. We'll discuss the case background, its impact on buy-sell agreements, and the steps that you can take to proactively review and revisit clients' succession plans.

All registrants will receive a calendar invitation and link to join the webinar via Zoom. Can't make it live? Register anyway and we'll send you a recording of the presentation the next day.

What you’ll learn
1
An overview and background of the Connelly decision
2
How the decision impacts existing buy-sell agreements
3
What steps you can take to review clients' succession plans
4
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