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Business Succession Planning

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Business Succession Planning

November 14 @ 10:00 am - 12:00 pm

America creates its wealth in small businesses. In this course, we will examine strategies for protecting and transferring businesses and the wealth they represent to the next generation.
We will examine business succession planning and estate planning techniques to protect the goose that’s laying the family’s golden eggs. In this course, we will also examine practical means to help prepare a business for a liquidation event and protecting the proceeds.

 

The deadline to register is Wednesday, November 12.

 

Please fill out the form below.

 

Event Registration - Professionals

  • (Required for CFP CE) (If this does not apply to you, please put N/A)
  • (Required for CFP CE) (If this does not apply to you, please put "N/A")
  • *Different from Insurance License Number (MA Insurance CE) (If this does not apply to you, please put "N/A")
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Details

Date:
November 14
Time:
10:00 am - 12:00 pm
Event Category:

Venue

ZOOM