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.
*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
When & Where
Evershore Financial Group
Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated.
Speakers and hosts of any outside events may not be affiliated with Securian Financial Services, Inc. or Evershore Financial Group. Securian Financial Services, Inc. and Evershore Financial Group do not offer tax or legal advice. You should consult your tax and/or legal advisor regarding your own situation. Securian Financial Services, Inc. and Evershore Financial Group make no representation as to the completeness or accuracy of the information provided and disclaims any responsibility for, or endorcement of, the recommendations made or content included in an unaffiliated party's presentation.
Evershore Financial Group is headquartered in Palm Beach Gardens: 3300 PGA Boulevard, Suite 100, Palm Beach Gardens, FL 33410. 800.936.4310. EM 12-0095 DOFU 05/2012 503318