What Keeps You Up at Night? A Virtual Live Seminar for Business Owners

Date and Time

Wednesday May 15, 2024
7:30 AM - 8:30 AM EDT

May 15th, 7:30-8:30 am

Location

Zoom

Fees/Admission

Free for AGC MA Members

Contact Information

Lisa J Frisbie
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What Keeps You Up at Night? A Virtual...

Description

Many business owners don’t have the time to do proper planning for their own retirement, for business succession and estate equalization planning, tax mitigation strategies and key person retention. Engaging with a financial professional who not only knows about those topics but also about the construction and related industries can be an enormous value add to the business owner and their families. Join us as we'll discuss:

Identifying & Prioritizing Goals
Four Critical Asset Classes of Your Business
Key Areas to Protect
Stages of Business Development
The role of Business Advisors

Presented by:

Doug DiCerbo, Partner & Wealth Management Advisor, Sentry Hill Financial Advisors

Doug’s specialty is working with business owners, and he has expertise in estate and business planning. Originally from Upstate New York, Doug joined Northwestern Mutual in 1995 after graduating from Hartwick College and has helped his clients secure their family’s financial future for the past 25 years. He has been a member of the Million Dollar Round Table every year since 1999 and earned his Chartered Life Underwriter (CLU®) designation. He holds his FINRA Series 6, 63, 66, and 7 registrations, as well as his Life, Accident, and Health insurance licenses. As a principal of Sentry Hill Financial Advisors, Doug embodies the philosophy of the firm...uncompromising integrity, keen insight and unwavering commitment. Doug and his wife Erin live in Lexington, Massachusetts with their three sons and two daughters.

Dan Pion, Lead Advisor at Sentry Hill Financial Advisors

Dan joined Sentry Hill Financial Advisors in October of 2020, with many years of experience as a Financial Advisor at New York Life and Citizens Investment Servicesand serves as a direct contact and liaison to our client base with specific focus, expertise and knowledge on both the insurance and investment sides of our business. Dan resides in Lexington, MA with his wife, where they have raised three daughters. He holds his MBA from Northeastern University, his Life Underwriter Training Council Fellow (LUTCF ®), Retirement Income Certified Professional (RICP®) designations, series 6, 7, 63, 66 and Life, Accident & Health insurance licenses.

Douglas J Di Cerbo and Daniel A Pion use Sentry Hill Financial Advisors as a marketing name for doing business as representatives of Northwestern Mutual. Sentry Hill Financial Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Douglas J Di Cerbo, and Daniel A Pion provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Douglas J Di Cerbo and Daniel A Pion are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Douglas J Di Cerbo and Daniel A Pion provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org).

Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity.