Upcoming Webinar

Planning for Business Owners Masterclass

Date: Thursday, August 13, 2026

Time: 1:00 PM EST

Join Simplicity’s Advanced Planning Team for a masterclass webinar focused on advanced planning strategies that address the top financial, estate, and succession planning challenges of business owners.

This session will be strategy-based, covering concepts that not only address business owner problems and priorities, but also create meaningful life insurance and planning opportunities.

Reserve Your Spot

First Name *

Last Name *

Email *

Phone *

Simplicity Office *

Please confirm with your broker dealer prior to registering for this event. Registered representatives who are not affiliated with Simplicity Securities are solely responsible for insuring they are allowed to attend.

Attend to learn about:

✓ Planning strategies to minimize the impact of income taxes on business income.
✓ Planning strategies to minimize the impact of taxes on the sale or gift of a business.
✓ Family business succession planning strategies - Keeping the business in the family.
✓ Target marketing opportunities based on business type (i.e. construction companies, technology companies, real estate developers, etc.)
✓ Avoiding the landmines of current aggressive planning strategies