The Missing Conversation: Business Succession and Wealth Planning Webinar

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Business owners too often neglect crucial aspects of their business, from wealth and risk planning to reviewing their governing and succession documents. While they are focused on the day-to-day operations of the business, it’s incumbent upon advisors to have important conversations to ensure that clients are covering all the bases for what is likely their most important asset.

Join us as our Estate Planning Specialist, Sean Link, welcomes Laurie Barkman, the Business Transition Sherpa. Together, they will educate advisors on the practical conversations to have with business owner clients regarding buy-sell planning, risk management, preparing for transition, and aligning business success with personal financial goals.

*** Approved for 1-hour of CFP continuing education credit

*** Pending approval for 1-hour of Pennsylvania Life Insurance CE credit. Please be sure to provide CFP or PA Life insurance ID # when registering.