Seminar | Executive Benefits & Ownership Transfer Seminar - Raleigh, NC


Charlotte Office Manager
+1 704 338 1408

Event Information

Start TimeTuesday, October 15, 201910:03 AM EDTEnd TimeTuesday, October 15, 20191:00 PM EDT
Hosted by
Raleigh, North Carolina
Registration begins at 10 a.m. & lunch will be served.


Marsh & McLennan Agency
2301 Sugar Bush Road
Suite 600
Raleigh, NC 27612

Please Join us on October 15th for a two-part seminar regarding Executive Benefits and Ownership Transfer.

The first part will include ways to enhance recruitment and retention of quality executive and operational personnel and talent by implementing compensations strategies beyond cash utilizing multiple Executive Benefit Plans and Products.

The second part of the seminar is to further introduce you to a unique method of ownership transfer. Ron Clausen with the Clausen Law Group will once again be presenting a time tested ownership transfer program which:

  • Is extremely tax advantageous
  • Flexible pay-outs and term
  • Allows key employees to gain ownership in a very affordable fashion
  • Allows the owner/seller to maintain ownership until the last day of the term
  • Can also be utilized as an acquisition tool