IDA THIRD THURSDAY WEBINAR SERIES

The International Detailing Association hosts a series of webinar presentations covering a variety of topics to help improve the knowledge and ability of IDA Members and Non-Members from the comfort of a home or office computer or any mobile device!  The webinars take place on the third Thursday of the month from February to November.

IDA Webinar - Why Your Business Value Matters

Date & Time: Thursday, June 17, 2021 at 12:00 pm CDT

Speakers:

David T. Howell, CFP®, AIF®, ChSNC™, Principal Financial Group®
David Howell has been in the financial services industry since 2002, and he joined the Principal Financial Group Central States Business Center in Brentwood, Tennessee in 2014.

His background and education are beneficial in assisting business owners in succession planning, retirement planning, and comprehensive financial planning.  One of his passions is working with the community with unique abilities.  He obtained the Chartered Special Needs Consultant designation in 2013 from the American College of Financial Services.  He has served on the outreach committee for the Vanderbilt Kennedy Center, as a board member for the Autism Tennessee Society of Middle Tennessee, and on the board for the Brentwood YMCA.

Jessman Smith, JD, Principal Financial Group®
After graduating Drake Law School with honors, Jessman Smith spent several years as a private practice attorney, focusing on estate planning, probate, and particularly probate litigation.  All too often that involved splitting up family farms, family businesses, and ultimately families themselves.  When later presented with an opportunity to help preserve those family farms and businesses with proactive planning and financial solutions, it was too good to pass up.

Smith worked with Farm Bureau Financial Services before joining Principal Financial Group in 2015.  Working with family businesses and agribusinesses remains his passion as it allows him to share his experiences as well as his legal and tax knowledge.

Session Description:

This presentation will cover important business succession considerations for business owners such as:

1. Strategies to solve key employee challenges
2. Business Succession
3. Retirement Benefit Design Strategies (Qualified and Non Qualified)
4. Protection strategies for businesses owners and their business

Join us for more information on planning for the future of your business. 

Certified Detailers - Attending a webinar earns Certified Detailers 1 credit towards re-certification.

Technology - Attendance will require an internet connection and ability to connect to Zoom.  The webinar access information will be released before the event.

Cancellation Policy - There is limited space available for each webinar.  If you register but find that you are no longer able to attend the live webinar, please cancel your registration to free up space for others.  Members can always access the webinar recording from the Quick Links menu.  Please note: no refunds or cancellations within 48 hours of the event. 

Price - Free for members and $25 for non-members.  Non-members who join within 30 days of the webinar may apply the registration fee to membership dues* (join the IDA here).
*Contact the IDA office for more information.