Events for May 14, 2026

REGISTER Business succession planning can seem complex and is often under-addressed by business owner clients. This session will equip you with practical legal and tax planning information to help identify gaps, ask better questions, and deliver product options to your clients. What you’ll learn •    Understand key exit strategies and how early planning can impact long-term outcomes •    Explore how entity structure and timing decisions can materially affect after-tax results •    Navigate buy-sell agreement risks and structuring pitfalls by reviewing a popular case It is important to note that tax consequences depend on each taxpayer’s specific facts and circumstances. The information provided is general in nature and is not intended, and should not be construed, as tax, legal, or accounting advice to any particular person or entity. Clients should consult their own tax advisor, legal counsel, or accounting professional regarding the application of tax laws to their individual situation. Speakers Mike Brogan Life Divisional Sales Manager Lincoln Financial   Patrick Conner Partner Husch Blackwell

REGISTER Join us as we explore the contrasting stories of two fictionalized multigenerational families, the “Sweets” and the “Sours,” to illustrate why some family enterprises preserve wealth across generations while others lose it, despite facing similar economic and tax environments. We’ll examine how governance, trust structures, tax-aware planning, and especially life insurance can help manage estate tax exposure, create liquidity, and support business continuity. Ultimately, successful generational wealth transfer depends not just on moving assets, but on continually “refilling the funnel” so future generations have the capital and structure needed to sustain the estate. Speakers: Marc Belletsky, J.D., CLU®, ChFC®, RICP® Senior Advanced Sales Counsel, Securian Financial Will Rasschaert, J.D., CLU® Advanced Sales Counsel, Securian Financial