To further complicate matters, the goals of the family and business have changed, and the newly defined business goals and family expectations are not always aligned with each other. Our expert panel of financial practitioners will unravel the goals of the original succession plan, and reveal all the complex issues that have materialized since Tony Sr.'s death. Watch and learn as they explore strategies for transferring ownership of the business and tackling complex inheritance issues, all while trying to position the business for future success and balancing the needs of the primary successors. If you want to improve your skills in the areas of succession planning and family business transfers, look no further than this captivating educational program. You'll come away with a better understanding of practical and proven financial and business planning techniques that you can apply in your own practice.
Individual states determine the number of credits awarded.
This video teleconference will be broadcast nationwide to more than 250 local Society Chapter sites. Each chapter determines the date, cost and location for the broadcast. Call your local Society Chapter for information on how you can register. Click here for site list. Copyright 2001 Society of Financial Service Professionals.