FOOD FOR THOUGHT

Life Insurance: Cost Effective Ways to Reduce Internal Family and Business Conflict

Presented by Colton Groome Insurance Advisors/The Zimdars Company

Navigating the Market Cycle – Investing Through a Changing Environment

Presented by Resonant Capital Advisors

Thursday, April 27, 2023
Networking Breakfast 7:30-8 a.m.
Program 8-10:15 a.m.
Fluno Center and Online

8-9 a.m. Presented by Colton Groome Insurance Advisors/The Zimdars Company
Life Insurance: Cost Effective Ways to Reduce Internal Family and Business Conflict

The untimely death or disability of a family member(s) leading the family business can create significant financial stress for the business, management team, employees, and family. Financial stress can then lead to conflict beyond the business and flow into the family unit impacting parents, children, siblings, in-laws, and grandchildren.

This presentation will identify situations where these conflicts might arise. We will discuss steps that can be implemented to anticipate and minimize these potential conflicts. Often, the business’ team of trusted advisors can help implement a carefully structured, coordinated, and, when appropriate, insurance-protected plan to mitigate these risks of conflict and financial loss.

9:15-10:15 a.m. Presented by Resonant Capital Advisors
Navigating the Market Cycle – Investing Through a Changing Environment

Business owners and investors alike are faced with a difficult set of circumstances in the economy and markets. Bank liquidity issues have highlighted systemic stresses that have amplified volatility and investor concerns. High and rising interest rates, stubborn inflationary pressure, low unemployment and a tight labor market, supply chain challenges, volatile markets and an unclear policy environment make planning more challenging. The Resonant Capital Advisors team will provide an overview of the current economic and market environment, outline their thoughts on how to position portfolio and business assets today, and identify opportunistic planning strategies for business owning families.