- This event has passed.
Navigating Business Succession & Owner Readiness for Your Clients
May 7 @ 2:00 pm - 3:00 pm
This course equips financial professionals to guide business owners through succession planning. Participants learn to assess readiness, identify successors, and implement buy/sell agreements while aligning personal, business, and financial goals. By the end, they can create plans that ensure smooth ownership transitions and lasting security.