Trustee Training: Rights and Responsibilities – August
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Congratulations! You’re 65 – Now What? Medicare Secrets Your Clients Need to Know in Time for Open Enrollment and Other Caregiver Economics
July 18, 2018
Help Your Clients Protect Their Business From the Unexpected
$25.00
Whether your clients have a large company or a small family-operated business, the profitability of any business is contingent upon intelligent strategy and planning. Protect your book of business by helping your clients maintain a successful and strong business. Understand about strategies to help ensure that all the efforts and money invested in a business will not disappear when the unexpected happens. Through these strategies you and your clients can be protected from:
• Unintended or unwelcome transfers of ownership;
• Heirs being stuck with an inheritance they cannot use;
• Unsecure funding of the transfer of ownership of the business; and
• Potentially lengthy probate cases and lawsuits involving the business.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Steve Mancini, Esq. and Brooke Jensen, Esq.
Whether your clients have a large company or a small family-operated business, the profitability of any business is contingent upon intelligent strategy and planning. Protect your book of business by helping your clients maintain a successful and strong business. Understand about strategies to help ensure that all the efforts and money invested in a business will not disappear when the unexpected happens. Through these strategies you and your clients can be protected from:
• Unintended or unwelcome transfers of ownership;
• Heirs being stuck with an inheritance they cannot use;
• Unsecure funding of the transfer of ownership of the business; and
• Potentially lengthy probate cases and lawsuits involving the business.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Steve Mancini, Esq. and Brooke Jensen, Esq.
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(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
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Click play to watch a short video about ‘Evolving the Business – You and/or Your Clients’
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(Purchase of this product will include a Video recording and a PDF copy of the presentation.)
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(Purchase of this product will include a PDF copy of the presentation.)
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Click play to watch a short video about ‘The Elusive $15MM – $75MM Entrepreneurial Family’
