Event Name:
ADFP Lunch & Learn Webinar: Using a Cash Balance Plan to Navigate a Business Partner Divorce: Protect Cash Flow & Minimize Taxes
Event Type(s):
Webinars
Description:
Save the Date for another fantastic webinar in the ADFP Lunch & Learn Webinar Series: Using a Cash Balance Plan to Navigate a Business Partner Divorce: Protect Cash Flow & Minimize Taxes on December 2, 2025 at 1:00 PM EST.
Divorcing a business partner, whether through a legal separation or buyout, can create complex challenges around cash flow, taxation, and long-term business viability. But few business owners or advisors realize that a cash balance plan can be a strategic tool in this transition.
In this webinar, Larry R. Blades, M.A., B.S., CEO of Oakwood Summit, LLC and Retirements and Investment SOlutions, LLC, will explore how to use a cash balance plan to structure a tax-deductible buyout, preserve business cash flow, and secure the financial future of the remaining owner(s). This is a must-attend for financial advisors, CPAs, attorneys and business owners navigating or advising on business partner exits.
Divorcing a business partner, whether through a legal separation or buyout, can create complex challenges around cash flow, taxation, and long-term business viability. But few business owners or advisors realize that a cash balance plan can be a strategic tool in this transition.
In this webinar, Larry R. Blades, M.A., B.S., CEO of Oakwood Summit, LLC and Retirements and Investment SOlutions, LLC, will explore how to use a cash balance plan to structure a tax-deductible buyout, preserve business cash flow, and secure the financial future of the remaining owner(s). This is a must-attend for financial advisors, CPAs, attorneys and business owners navigating or advising on business partner exits.
Event Date:
12/2/2025
Event Time:
1:00 PM - 2:00 PM Eastern
Location:
Setting: Live Virtual
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12/2/2025
12/2/2025
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