NAIFA-Columbus March Breakfast Meeting

NAIFA-Columbus March Breakfast Meeting

Wednesday, March 21, 2018

8:00 am to 9:15 am

Succession “Planning to Avoid Business Failure”

Speaker: Jacob Bosacki, JD, FSRI, Director, Advanced Consulting Group, Nationwide

ABOUT THE SPEAKER:

Jake has a Bachelor of Arts in Economics from the University of Wisconsin – Milwaukee and a Juris Doctor from Marquette University Law School. Prior to joining Nationwide, Jake spent time in private practice and was an advanced planning attorney for another large insurance company where he provided consultative support to financial and third-party professionals.

He focuses most of his time consulting on cases involving business owners and the underlying businesses. He provides a tailored and holistic approach that helps identify the ideal solution for the client. Jake’s specialties are business succession and continuity planning, executive benefits, estate, trust, and tax planning.

 

Dates
March 21, 2018
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Times
8:00 am - 9:15 am
Prices
NAIFA-Columbus Members$15.00
Non-Members/Guests$25.00
Location J. Liu Restaurant
6880 N. High Street
Worthington Ohio 43085

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