March 2019 Dinner Meeting

NETWORK, DINNER, AWARENESS 

Federated Insurance Presents:

Succession Planning 

Speaker: Lisa Staron with Murtha Cullina Hartford

Have you planned for the time when you’re gone? Who will receive your assets? Who will assume control of your business? Who will bear the burden of your unpaid expenses? Without a written plan, you will leave much of the decision-making up to the state and your already grieving family.

Federated Insurance can help you get started. Our Fact Finder helps you gather the information your succession planning professionals — attorneys, accountants, trust officers — will need to make arrangements. A marketing representative can also help you find the life insurance products that best fit your goals. We have a network of independent attorneys who can assist you with your estate planning and business succession needs. Let us help to facilitate a meeting today.

There’s a lot to think about, and all the details can easily overwhelm you. Take a few simple steps to ease some of the difficulties of preparing for the unavoidable.

Boomers, Xers & Millennials in the Workplace

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