Business continuity: An important discussion at the Distinguished Advisor Workshop

As business owners age and approach retirement, they become increasingly concerned with setting up a proper business succession plan. They often know it’s an important issue that requires expert advice, but not many know how to start the conversation. 

Attend one of the six Distinguished Advisor Workshops running across the country, starting May 29, and you will gain the knowledge to be that expert for your clients. Jenifer Bartman, CA, CMC, will be presenting “Next Generation Continuity Planning,” in which she’ll cover:

• The transaction “knowledge gap”
• The opportunity to apply innovation to business continuity planning
• How to approach strategic business planning, and the succession transaction itself
• How to address financial partner considerations
• Things to consider in finalizing the transaction

You’ll also learn about:

• The personal tax implications of the 2017 federal budget
• How the new US administration will affect cross-border taxes
• Considerations for offshore Canadian investors
• Business continuity plans

This one-day workshop will provide you with all the latest retirement, estate and cross-border planning information that will help set you apart from your competitors.
And, we’re accepting walk-in registrations and tables of 6 are available at reduced rates until May 26. Visit our website to view the agenda and register today!

Special thanks to our sponsor, Intuit.

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