Exit Strategies for the Business Owner: Case Studies in Life Experiences
Wednesday, February 19, 2014 from 11:30 AM to 2:00 PM (PST)
San Antonio, TX
This two-hour teleconference addresses business succession under several different scenarios.
- 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