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Broker Check
12 Nov


By becoming an expert in advising business owners as they make decisions imperative to their success, you will impact your business owner clients and families in innumerable ways. Join us as we cover various topics that will enhance the value you bring to your clients. Topics covered include the following and more:
  • Basic and creative qualified plan designs for small business owners
  • Importance of valuation
  • Business Sell/Transfer options
  • Funding and cash flow concerns
The information given in this presentation will prove invaluable as you strive to provide effective and timely advice for your clients. This event has two courses; by attending the entirety of both courses, you will earn three CPE credits.

Date and Time

Thu, Nov 12, 2020

12:30p - 3:30p PST


Virtual Event


Event Registration