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CFP® CE Registered Presentation

The importance of a business continuity plan

For a financial advisor, working with business owners adds another level of complexity in planning.  You can be instrumental in helping a business owner plan the future of their business.  We examine the different ways a buy-sell plan can be designed.  We address the key points to discuss and pitfalls to avoid.  Most importantly, we arm you with the right questions to be asking your business owner clients.

Attendees will receive our Business Owner Kit, including several diagnostic tools to utilize with business owners and our Questions Are the Key™ resource.

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