Many business owners dream of cashing out, retiring and running off into the sunset, others wish to ensure that their financial legacy continues into future generations. How might insurance play a role in the preservation of capital? What challenges are to be expected after a big pay-out? What unique investment vehicles are ideal parking opportunities for the proceeds generated by the sale of some or all of your business?

You will hear from a panel of seasoned wealth and insurance experts as they suggest some of the best strategies to build your net worth. Each will share a “big idea” that all investors should have on their radar.