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Exit Planning for Advisors – Webinar for NAIFA-Arizona Members 1 CE Hour
Exit Planning for Advisors – Webinar for NAIFA-Arizona Members 1 CE Hour
Continuing Education (1Hr) Webinar for NAIFA-Arizona Members: "Exit Planning for Advisors" March 21, 2024 9:00 a.m.-10:00 a.m. This course discusses the BEI Seven Step Exit Planning Process, which is a comprehensive approach to business succession planning. Within the context of Exit Planning, the course discusses business continuity planning, estate planning and retirement. Presenter: Vincent M. […]