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Counseling Your Clients from Business to Retirement
Course Information
Content Level: Foundational / Intermediate / Advanced
NAPFA Subject Area: J-Communications
Course Description
Robert Barnes, Dan Danford, and Kyle Danner look at the 3 options each business owner faces and add insight to issues that often arise during a business continuity conversation. You will be better equipped to help your client decide the best future for their business and retirement. This presentation uses a case study and panel style approach to discuss the issues of counseling your clients from business to retirement.
Availability: On-Demand
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1.5 NAPFA CE Credits
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