January 27, 2022 12pm – 1:15PM EST
Join speakers Greg Farland, CFP® AIF® CExP™ CEO of Alliance Private Wealth, and Jane Johnson, CPA, CM&AA, CBEC™ and President of Business Transition Academy, Inc. for our webinar: Protect Your Business, Family and Wealth with a Contingency Plan.
We will discuss the specific steps you should take and the critical documents you need to have in place to avoid disaster and protect your business, your family and your wealth.
You will learn how to craft a written plan that:
- Will provide a roadmap for your family
- Outlines who you want to own and operate your business
- Prevents your business value from plummeting
- Retains your key employees, and
- Ensures your business continues
We will also discuss financial, tax and estate planning considerations.