Webinar: Protect Your Business, Family and Wealth with a Contingency Plan

 

 

 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.

    Register Now!

    Greg Farland, CFP® AIF® CExP™

    Greg Farland, CFP® AIF® CExP™

    CEO of Alliance Private Wealth LLC

    Jane Johnson, CPA, CM&AA, CBEC™

    Jane Johnson, CPA, CM&AA, CBEC™

    President of Business Transition Academy, Inc. and Director of Exit Planning at Alliance Private Wealth LLC

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