ChatTBT – June 4: Smart Business Owner Benefits Plan (Part 2)

Hosted by Robert J. Crowder

Mark your calendar for an enriching experience with other professional advisors.

In the fast-evolving world of advising, staying ahead means continuously adapting and learning. That’s why we’re excited to introduce ChatTBT, an open, dynamic forum where you can connect with peers, explore new strategies, and bring your pressing questions directly to The Benefits Trust team.

Each month, we’ll focus on a key topic, providing valuable insights and practical strategies to enhance your advising approach. This May, join ChatTBT to continue our discussion on the Smart Business Owner Benefits Plan.  This session focuses on tax-effective benefits for owners and executives—especially those managing groups within their group.

Why Attend ChatTBT?

• Connect and Share: Engage with advisors from diverse backgrounds, fostering a community of learning and collaboration.
• Expert Insights: Bring your questions and get answers directly from The Benefits Trust team.
• Learn from Peers: Gain new perspectives from shared experiences and strategies.