NAIFA Webinar Series

 Reshaping Buy-Sell Planning after Connelly: Legal and Practical Considerations

Tuesday, May 6, 2025
09:00 am - 10:00 am PST

Program Overview

April Caudill, JD, CLU, ChFC, AEP (Distinguished)
Director of Advanced Solutions at Principal Financial Group

The United States Supreme Court’s 2024 decision in Connelly v. U.S. has upended buy-sell planning for every business owner potentially facing an estate tax. In this presentation, we will examine the tax, legal, and practical implications of this decision, and provide analysis of several potential innovative solutions

REGISTRATION FEE

Members: No Fee | Nonmembers: No Fee

CE CREDITS

1 CFP® credit has been approved.
1 CPE (accounting) credit has been approved.
1 Professional Recertification/PRP (American College) credit has been approved.

(State insurance credit is not available.)
$5.00 fee per credit.