May 2025
Retaining Key Employees: How to Solve One of Business Owners’ Toughest Dilemmas
5/29 @ 12:00 PM EST
Hosted by Dave Clayman, CMT®, C(k)P®, AIF®, CPWA®, Founder & CEO of Twelve Points Business Advisors, with special guest Rita Ryan, International Tax Advisor, Head of Planning, and CFO at Madan + Associates.
Rita brings a wealth of expertise as an experienced tax attorney with a deep understanding of U.S. and international tax law. She’s known for her ability to navigate complex regulations, design impactful tax solutions, and support growth strategies for business leaders worldwide. Her leadership at the intersection of planning and compliance makes her an invaluable voice in the conversation around key person planning.
This webinar will cover:
- The definition and strategic value of key person planning
- How to identify the people your business can’t afford to lose
- Financial and operational risks of not having a plan—plus real-life case studies
- What goes into a strong key person plan: insurance, succession, legal and financial strategies
- Whether you’re a business owner, financial advisor, or executive, you’ll walk away with actionable insights to protect your business and plan for sustainable success.