Breakfast Buzz: The Essentials of Succession Planning
Speaker will be John Burdett, CLU, LUTCF, Burdett Financial.
John began his career in the Financial Service Profession in 1980 and has been an advisor and consultant to the small business owner ever since.
Over the years, John has gained valuable insight and knowledge by listening and communicating with those men and women who embrace the entrepreneurial spirit. By solving their unique concerns with creative and solid planning solutions, he has managed to help many business owners guarantee their personal financial future and that of their enterprise.
John specializes in Business Succession Strategies, designing and implementing qualified and non-qualified retirement plans for owners, executives and employees, estate and investment analysis. He holds a Bachelor of Science degree in Business Administration from the University of Maryland, is a member of the Society of Financial Professionals, The National Association of Insurance and Financial Ad-visors and the prestigious, international Million Dollar Round Table.
He has been a Featured Presenter at the Midwest Roofing Contractor’s Association (MRCA) Annual Meeting and at numerous National Telephone Association Conventions. He has also conducted Estate and Succession workshops at Unigroup’s (Parent Company for United and Mayflower Vanlines) Annual Shareholder Meetings and Conventions.