January 27, 2022 – 12PM- 1:15PM ET
Join speakers Greg Farland, CFP® AIF® CExP™, CEO of Alliance Private Wealth LLC, and Jane Johnson, CPA, CM&AA, CBEC™, President of Business Transition Academy, Inc. and Director of Exit Planning at Alliance Private Wealth LLC, 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
- Ensures your business continues
We look forward to speaking with you about contingency planning along with financial, tax and estate planning considerations.