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DTSTART;TZID=America/Phoenix:20201217T090000
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SUMMARY:Closely Held Business Transfer and Exit Strategies
DESCRIPTION:One Hour Continuing Education Webinar\nSponsored by Westpac Wealth Partners and Guardian\nNAIFA-Arizona is pleased to be able to offer this program\, at no cost\, to its members. \nDecember 17\, 2020\n9:00 a.m. – 10:00 a.m. (Arizona time) \nClick this link to register:\nhttps://zoom.us/webinar/register/WN_huvS6hJOTT2oPf8VSlY0bw \nTopic: “Closely Held Business Transfer and Exit Strategies”\nDo you have business owner clients who are considering options for exiting the business? Do they have family members as potential candidates for their succession plan? Do they have key employees they are considering as their successors? What are their best options? Learn ways closely held business owners can either sell their interest to a co-owner\, or transfer the business to a family member during life or at death; and\, various planning techniques and tax funding implications\, as the business may be the most valuable asset of your clients. Case studies will be used to illustrate. \nCourse Presenter:\n \nJessica Ciccarelli\, CLU\, ChFC \nAlso featuring Guest speaker:\nVincent M. D’Addona\, MSFS\, CLU\, ChFC\,\nCExP\, RICP\, CEPA\, AEP (Distinguished) \n  \nDownload PDF brochure: Download Here.
URL:https://naifa-az.org/event/closely-held-business-transfer-and-exit-strategies/
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