Advisor's Forum - Motivating the UnDead: Getting a Business Owner to Plan

Orlando, FL

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Event Details

Join us for the next Advisor's Forum Webinar.

This program is free, approved for one continuing education credit*, and is designed to help you learn how the advisor team can collaboratively and effectively plan for clients.

Motivating the UnDead: Getting a Business Owner to Plan Succession

It's almost Halloween and statistics show that most business owners are Zombies! At least 84% of business owners are set up for disaster when it is time to exit, planned or not. There is a perfect storm brewing for you and for them, which means a perfect opportunity if you know what to do now. The issue is motivating business owners to protect their life's work with a written business exit plan. How do you get them to take action? Learn the opportunity, the business exit process, and the keys to motivating business owners to take action to preserve business value and retirement options.

Speaker: Robert S. Keebler, CPA, MST, AEP

Lunch will be provided.

This webinar is part of a monthly interdisciplinary series offered through The Advisors Forum and hosted by Estate Planning and Legacy Law Center and Evershore Financial Group.

*One Certified Financial Planner (CFP) credit has been awarded. Outlines will be available for application of Certified Trust and Financial Advisor (CTFA) credit and Continuing Legal Education (CLE) credit.

Neither Securian Financial Services, Inc. nor Evershore Financial Group are affiliated with the Estate Planning and Legacy Law Center or Robert Keebler. DOFU 10/2012 573321