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Exit Strategies for the Business Owner: Case Studies in Life Experiences

San Antonio Chapter, Society of Financial Service Professionals

Wednesday, February 19, 2014 from 11:30 AM to 2:00 PM (PST)

San Antonio, TX

Exit Strategies for the Business Owner: Case Studies in...

Ticket Information

Ticket Type Sales End Price Fee Quantity
Lunch Plus Workbook Ended $30.00 $2.64
Lunch Only Ended $20.00 $2.09

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Event Details

This two-hour teleconference addresses business succession under several different scenarios.

Attendees will learn:
  • How to craft a business exit strategy
  • How to structure buy-out plans to meet the needs of all interested parties
  • How to work with same-sex unions, children from multiple marriages, and other unique circumstances
  • How to use life insurance as a funding tool in business exit plans

Who should attend?  Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors.

CE Credits available for General Life Insurance, ICB, CFP, CIE, CLE, CPE, PACE, CPC and Enrolled Actuary

Have questions about Exit Strategies for the Business Owner: Case Studies in Life Experiences? Contact San Antonio Chapter, Society of Financial Service Professionals

When & Where



New York Life Offices
8000 Interstate Highway 10
Suite 800
San Antonio, TX 78230

Wednesday, February 19, 2014 from 11:30 AM to 2:00 PM (PST)


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Organizer

San Antonio Chapter, Society of Financial Service Professionals

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