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Ships within 48 hours · Estimated delivery Aug 18 - Aug 23
(Value Acceleration Knowledge Hours: 2 | CPE Hours: 2 | CFP® Hours: 2)
Small Group Interaction: Engage with participants in a more intimate setting
2-night hotel stay at Gaylord Opryland Resort
Funding alternatives for Death and Disability and significant tax implication of design/structure
They are also unsure if they will be able to gift to their children and give to causes they are passionate about
Family Enterprise Transitions January (Value Acceleration Knowledge Hours: 2The Family Enterprise Transitions course was designed to provide professional advisors with a deep dive look into how they can help their business family clients transition successfully to the next generation. During this course, host Isabel Botero, Ph. D., CEPA, will show you how to evaluate the readiness of a family enterprise for transition, and how to focus the Value Acceleration process on the entire family, instead of just the owner. Upon
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