“Succession Planning for Your Clients and Your Practice”
Attention is often focused on estate planning needs before death, but have you considered:
• How you can help after a client passes away?
• What can be done to help your firm retain assets with the next generation?
• What happens if you or a key member of your firm passes away?
This symposium will address key issues you need to think through in preparation for a client’s (or advisor’s) passing. We’ll discuss how you and your firm can be a vital component in succession planning. Simulcasts will be held in Columbus, OH and West Des Moines, IA. Click the link for more information and to register.