false
Skip Navigation Links
Home
My Courses
My Education History
Calendar
Self-Report CE
My CE Summary Report
Getting Started
FAQs
NAPFA.org
Menu
Home
My Courses
My Education History
Calendar
Self-Report CE
My CE Summary Report
Getting Started
FAQs
NAPFA.org
Hamburger Menu
Catalog
Calendar
Getting Started
Catalog
Counseling Your Clients from Business to Retiremen ...
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
×
Counseling Your Clients from Business to Retirement Course List
Create Account
Recommended
Learning Activity Title
Learning Activity Title
Learning Activity Title
Redefining the Relationship Between RIA & Custodians
1 NAPFA CE
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Tax Planning as a Year-Round Sport
Multiple Credits
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Sunrise/Sunset: Estate Planning in Advance of the 2025 Sunset of the Tax Cuts and Jobs Act (TCJA)
Multiple Credits
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2023 Playbook Series #3, Session #1: Getting to Yes - The Art of Conversation and Client Conversion
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Master Class #1: Pull Strategy, Session #3: The Feedback
1.5 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Conversations That Matter: Educating Clients about Non-Binding Letters of Wishes
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Women and Long-Term Care
Multiple Credits
$0.00 - $39.00
Login
User Login
Continue with Google
OR
Email
Password
Logging In…
Create Account
Forgot Password
×
Please select your language
1
English