Exit Planning and Succession
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Business Opportunities in an Unstable Market
Speakers
: Scott Conley, Jon Whitacre, Daniel C. Danese, CFP(R), CLU(R), RICP, Mike Owens, CLU, ChFC, RFC
Competence:
Sales |
Level:
Basic |
Session Rating:
3.76 |
Year:
2019
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
Industry Partners
Business Succession Planning for Clients - Q&A
Speakers
: John Brown, Charles H. Baldwin, MBA, CLU, ChFC, Rick Jaye, AIF, CRC, Vincent M. D'Addona, CLU, ChFC, MSFS, AEP, RICP
Competence:
Sales |
Level:
Broad |
Session Rating:
4.44 |
Year:
2018
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
Breakout Sessions
Family Wealth Continuity: The Role of a Trusted Advisor
Speakers
: Otis Baskin, PhD
Competence:
Skills |
Level:
Basic |
Session Rating:
4.21 |
Year:
2019
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
General Session
Know Your Story®
Speakers
: TIm McFarland, Tim Young
Competence:
Skills |
Level:
Basic |
Session Rating:
3.85 |
Year:
2019
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
Industry Partners
Not Your Average Business Succession Plan: What I Have Learned from Working with a Family for Three Years on Their Buy-Sell Planning
Speakers
: Michael F. Amoia, J.D., LL.M, CLU, ChFC
Competence:
Sales |
Level:
Broad |
Session Rating:
4.65 |
Year:
2020
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
General Session
Putting Business Owner Exit Planning in your Practice (PDF PPT ONLY)
Speakers
: Clarke Langrall, Jr. CEPA, LUTCF
Competence:
Sales |
Level:
Basic |
Session Rating:
4.23 |
Year:
2011
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
General Session
Saturday Super Session: Business Succession Planning for Clients
Speakers
: Vincent M. D'Addona, CLU, ChFC, MSFS, AEP, RICP, Charles H. Baldwin, MBA, CLU, ChFC, Rick Jaye, AIF, CRC, John Brown
Competence:
Sales |
Level:
Broad |
Session Rating:
4.64 |
Year:
2018
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
General Session
The Tough Questions for Business Exit Strategy Planning
Speakers
: Wayne D. Minich, CLU, ChFC
Competence:
Sales |
Level:
Broad |
Session Rating:
4.74 |
Year:
2018
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
Breakout Sessions
Top Rated Presentation from Forum MAX: Business Owner Exit and Retirement Strategy
Speakers
: John W. Wheeler, Jr, CFP, CLU, ChFC, CRPC, LUTCF, LACP
Competence:
Sales |
Level:
Broad |
Session Rating:
4.73 |
Year:
2020
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
General Session
1
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