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Secure Your Legacy: Business Estate Planning from the Insurance Side

April 24 @ 12:00 pm - 1:00 pm

We invite you to join MBE Wealth and Chris Steffel of Versatile Insurance Services for an insightful session on business and estate planning from the insurance side. This event is designed for business owners who want to ensure a smooth transition for their company and protect their loved ones’ financial future.

Empower Yourself with Knowledge:

  • Protect Your Wealth: Explore Irrevocable Life Insurance Trusts & minimize estate taxes.
  • Plan for the Future: Prepare for the 2026 Estate Tax Sunset & ensure your wishes are met.
  • Seamless Succession: Discover Business Succession Planning to ensure your company thrives.
  • Fair Distribution: Learn techniques to Equalize Your Estate Distribution among beneficiaries.
  • Clear Ownership Transfer: Understand Buy-Sell Agreements to avoid disputes.
  • Minimize Tax Burdens: Navigate Tax Implications of estate planning strategies.
  • Accurate Valuation: Address Valuation Issues for a smooth business transfer.
  • Prepare for Long-Term Care: Explore strategies to safeguard your assets.
  • Review & Align Policies: Ensure your policies match your estate planning goals.
  • Protect Your Business: Key Person Insurance explained – safeguard your company’s future.

This event offers both in-person and virtual attendance options to best suit your schedule and preferences.

Attend In-Person or Virtually:

  • April 24th, Noon – 1:00 PM
  • In-Person registration Click Here (Limited Space) Location: MBE CPAs, E10890 Penny Lane, Baraboo, WI (Light lunch provided)
  • Virtual registration Click Here
Don’t miss this opportunity to secure your business legacy! Register Today!


April 24
12:00 pm - 1:00 pm


E10890 Penny Lane
Baraboo, WI 53913
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