You are your client’s most trusted advisor. In that role, you will likely be the first person they talk to when planning for the succession of their business.
Succession Planning combines complex tax issues, family dynamics and emotional issues.
Join Business Succession experts Steven Goodman with SHG Planning and Thomas Archer with The Archer Financial Group as they share their years of experience to help you gain the expertise to properly advise your clients in their succession planning.
All webinar attendees will receive a PDF copy of Steve Goodman's book on Business Succession Planning.
- Identify the most common issues that arise in Succession Planning.
- Recognize the most creative ways to mitigate these issues.
- Understand the different structures of life insurance in Succession Planning and the different tax advantages and disadvantages.
- None required.
Who Should Attend
Any professionals advising business owners on the succession of their business.
For over 33 years Tom Archer has been the financial advisor to the wealthiest families in the country. His clients include several Forbes 500 families including 22 billionaires as well as many well-known celebrities and entertainers. Tom also handles over 200 professional athletes, keeping the focus on wealth accumulation, wealth preservation, and asset protection.
Tom Archer was born in the South Bronx not far from Yankee Stadium. He attended Our Lady of Perpetual Help Grammar School and St. John the Baptist High School, where he received All League honors in baseball. Tom boxed as a youngster and later competed in the mixed martial arts where he currently holds a black belt. Tom had m... Read more
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Date & Time
Wednesday, December 4, 2019
11:00 AM EST (see additional timezones)
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Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
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