Preparing for the Big Day

October 26, 2016 | 7:30 – 10:30 a.m.
DoubleTree by Hilton, Bloomington - Minneapolis South
7800 Normandale Blvd, Minneapolis, MN 55439
Cost: $45 | All registrants will receive The New Retirementality, by Mitch Anthony.

 

Click here to register today!

Similar to planning a large party, preparing for your business exit and retirement requires plenty of time, organization and effort. Not only do you need to be in a healthy financial state, but you should also take into account how being mentally prepared can make or break your next step. Join us for breakfast and learn how to get ready for this important milestone in both your career and your life.

Agenda:

7:30 a.m. – Breakfast & Networking

 

8:00 a.m. – Welcome

Steven Behrns, Managing Partner of Boulay

 

8:05 a.m. – Panel: Planning vs. Avoiding a Plan and the Impact on Value and Your Retirement Lifestyle

Andrew Kremer, Estate & Trust Partner at Boulay
Lance Madson, Tax Partner at Boulay
Jon Melander, Wealth Management Partner at Boulay

 

8:45 a.m. – Making Profitability and Accountability Happen without a Cost to Personal Lives

Todd Eberhardt, CEO of Dynasty Leadership Consulting

Todd will discuss three areas to making profitability and accountability happen during the succession process without a cost to personal lives:
1. Matching Your Valuation to Your Exit Plans and Goals for Retirement
2. When and Why Succession Stalls
3. Top 5 Challenges of Preparing for Succession

He will also provide several actionable items for business owners to implement.

 

9:30 a.m. – Break

 

9:40 a.m. – The Changing Face of Retirement

Mitch Anthony, President of Advisor Insights Inc.

Based on his book, The New Retirementality: Planning Your Life and Living Your Dreams...At Any Age You Want!, Mitch will discuss how “Return on Life™”—getting the best life possible with the money you have—is replacing “Return on Investment” as the core consideration when planning for the future.

Learn about the confluence of four modern trends that herald the end of retirement thinking as we know it:
1. The evolving pursuit of fulfillment in our times.
2. The end of the paternalistic employer.
3. The advent of dismantling ageism.
4. Distribution-driven Armageddon for financial services.

Find the answers to questions such as: "How will you spend your time and make it meaningful?" and "How will you invest yourself?"

 

10:25 a.m. – Closing Remarks

Thomas B. Johnson, Tax Partner at Boulay

 

Featuring:

Andrew R. Kremer, CPA, J.D. | Estate & Trust Partner at Boulay
Andy specializes in estate and gift planning, family-owned business succession planning, and tax planning and compliance for trusts and estates. He helps clients ensure a comfortable retirement and an orderly transfer of business and property interests. Andy has a bachelor’s degree from the University of Minnesota – Duluth, as well as a Juris Doctor from William Mitchell College of Law. Andy is a member of the Minneapolis Estate Planning Council, the American Bar Association, the Minnesota State Bar Association and the Hennepin County Bar Association.

 

Lance R. Madson, CPA, MBT | Tax Partner at Boulay
Lance specializes in tax planning and consulting for closely-held businesses and individuals. He also leads the Business Valuation service line at Boulay and has prepared valuation reports for entities in various industries for a variety of planning and compliance purposes. Lance received his undergraduate degree from the University of Notre Dame. He also holds a master’s degree in business taxation from the University of Minnesota. He serves as Secretary of the Hobey Baker Memorial Award Foundation and also leads the Minnetonka Public Schools Foundation Finance Committee.

 

Jon J. Melander, AIF®, CFP®, CIMA® | Wealth Management Partner at Boulay
With more than 19 years of wealth management and planning experience, Jon offers his clients a unique blend of experience and industry professionalism. He is a former National Football League player with the Patriots, Bengals and Broncos, as well as a former University of Minnesota Gopher football player. He is a current member of the Eden Prairie AM Rotary Club and a past president and past assistant district governor when he was a member of the Minnetonka Rotary Club.

 

Todd Eberhardt | CEO of Dynasty Leadership Consulting
Dynasty Leadership Consulting specializes in working with business owners of family-owned companies and have between 50 and 500 employees. Todd focuses on making the business succession ready. He also works with the next generation of leadership after financial succession planning to significantly grow the business and its profits. Todd has founded and led multiple companies over the past 20 years, making millions of dollars for his partners and clients.

 

Mitch Anthony | President of Advisor Insights Inc.
Mitch is a leading expert on retirement/life issues. His programs are used in hundreds of corporations worldwide. Mitch is the owner and president of Advisor Insights Inc. and Financial Life Planning Institute—companies dedicated to training financial advisors to better serve their clients. He is the founder of several nonprofit and charitable organizations and is the author of 15 books. Mitch was named one of the financial services industry’s top “Movers and Shakers," and is reguarly interviewed by the media. His radio feature, "The Daily Dose," is heard by close to a million listeners a day.

 

Click here to register today!