Content Level: Foundational / Intermediate / Advanced
NAPFA Subject Area: J-Communications

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.