[WEBINAR] Navigating Business Succession and Owner Readiness for Your Clients from Nationwide
Tuesday 11/18/2025 at 1:00 pm - 2:00 pm CST
Credit Hours: 1 | Available in all states except CA, IL and SC
Intended for CFP, CFA, CFFP/CRPC/CRPS/RP, CPE, HRIS, SHRM, CIMA, CLU/ChFC
This course provides financial professionals with essential tools for guiding business owners through succession planning. Participants will learn how to assess business readiness, identify potential successors, and implement buy/sell agreements. Emphasis is placed on aligning personal, business, and financial goals while developing strategies to secure business continuity. By the end of the course, attendees will have the knowledge to create comprehensive succession plans that facilitate smooth ownership transitions and ensure long-term financial security for business owners.
Credit Hours: 1 | Available in all states except CA, IL and SC
Intended for CFP, CFA, CFFP/CRPC/CRPS/RP, CPE, HRIS, SHRM, CIMA, CLU/ChFC
This course provides financial professionals with essential tools for guiding business owners through succession planning. Participants will learn how to assess business readiness, identify potential successors, and implement buy/sell agreements. Emphasis is placed on aligning personal, business, and financial goals while developing strategies to secure business continuity. By the end of the course, attendees will have the knowledge to create comprehensive succession plans that facilitate smooth ownership transitions and ensure long-term financial security for business owners.
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