$25.00
100% of Businesses will transition. The questions are how, and when, and why. What we would like to do is give the Business Owner control over that transition. What you will find out here is that it is not necessarily about the transition, but the Process that will allow the Business Owner to gain the control.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman and Jeffrey Kates
PREVIEW:
100% of Businesses will transition. The questions are how, and when, and why. What we would like to do is give the Business Owner control over that transition. What you will find out here is that it is not necessarily about the transition, but the Process that will allow the Business Owner to gain the control.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman and Jeffrey Kates
Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including: advantages, disadvantages, the different types, funding alternatives, valuation issues, and common problems business owners encounter.
(Purchase of this product will include a Video recording and a PDF copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.
The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Maureen Verduyn, CFP®, MEd and Nick Gardner, Financial Advisor
Click play to watch a short video about ‘Understanding the Liabilities for Business Owners as Fiduciaries’
The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner
Click play to watch a short video about ‘Understanding and Reporting Requirements and Liabilities for Business Owners’