Page 92 - The Administrator - A Startling True Story of Politics and Deception_Neat
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80 | N. PAUL ONUZURUIKE
Nevertheless, a well-planned and organized Retreat engages experts from
outside organizations to present their expertise to members of the Board. For an
example, the insurance executive delivers a presentation on the different
insurance vehicles and their respective benefits. The estate attorney could present
on either the tax implications of annuities, or the advantages of gift planning and/or
both. Also, to facilitate the retreat -- on the next page -- is a sample Board Retreat
agenda from Alonzo’s email attachment.
