Breakfast 7:30am, Presentation 8-9am
Guest Speaker: Brian Seigel, J.D., AEP
Topic: Continuation...Falling to Plan is Planning to Fall
About the talk: Planning for a business owner's exit from the business is an essential part of business planning. However, many business owners fail to implement exit planning, which frequently leads to discord both in the business and in the family. Attendees will leave this program with an understanding of the planning needed to comprehensively assist business owner clients with exit planning, and approaches designed to help advisors implement this planning with business owner clients.