[WEBINAR] Planning for a Smooth Business Transition from Nationwide
Tuesday 01/14/2025 at 1:00 pm - 2:00 pm CST
This course will help financial advisors and CPAs work with business owner clients on succession planning for their business. Owners often struggle with the emotional decisions & enormity of succession planning, which results in procrastination and paralysis.
Credit hours: 1 | Not approved in: ME, MO and VA Intended for CFP, CPE, CLU/ ChFC & CIMA
This course will help financial advisors and CPAs work with business owner clients on succession planning for their business. Owners often struggle with the emotional decisions & enormity of succession planning, which results in procrastination and paralysis.
Credit hours: 1 | Not approved in: ME, MO and VA
Intended for CFP, CPE, CLU/ ChFC & CIMA
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