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:

Retired

Cost:

Member: $39.00
Non-Member: $59.00

Credit Offered:

No Credit Offered

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_2026-2027 Self-Report: CLASSROOM/WEB

30 NAPFA CE

Free