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.

Summary


Availability:	On-Demand


Cost:	Member: $39.00 Non-Member: $59.00


Credit Offered:	1.5 NAPFA CE Credits

Create Account

Recommended

Conversations That Matter: Educating Clients about Non-Binding Letters of Wishes

1 NAPFA CE

$0.00 - $39.00

2024-2025 Self-Report: CLASSROOM/WEB

30 NAPFA CE

FREE

Client Service Experience - Moving from Great to Exceptional in Three Steps

1 NAPFA CE

$39.00 - $59.00

2024-2025 Self-Report: 2-CE ETHICS COURSE

2 NAPFA CE

FREE

Fireside Chat: Inspiring HUMANS to Take Action on Financial Planning To-Dos

Multiple Credits

$39.00 - $59.00