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Exit Planning Institute

EPI OC April 9 – Business Owner Disability

Original price was: $50.00.Current price is: $0.00.

Today’s Agenda – Business Owner Disability

  1. Personal Impact of Owner Disability
  2. Choosing a Trustee for the Closely-Held Business Owner
  3. Keys to Successful Planning

(Purchase of this product will include the video presentation, the audio presentation, a pdf copy of the presentation, and a pdf copy of the Practice Booster tool.)

Presented by Sharon A. Buck, CFP®, CPWA®, CTFA, EA, ChFC, CLU, CDFA, CEPA, TEP

This Product is exclusively provided for the Exit Planning Institute's So-Cal Chapter Members that have joined their respective Chapter group here in the Academy.  Make sure you are logged into the Academy.  To request access to your Chapter group, click the Groups tab on the left side menu.

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Description

Today’s Agenda – Business Owner Disability

  1. Personal Impact of Owner Disability
  2. Choosing a Trustee for the Closely-Held Business Owner
  3. Keys to Successful Planning

(Purchase of this product will include the video presentation, the audio presentation, a pdf copy of the presentation, and a pdf copy of the Practice Booster tool.)

Presented by Sharon A. Buck, CFP®, CPWA®, CTFA, EA, ChFC, CLU, CDFA, CEPA, TEP

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