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Jul 22

Monthly CE Webinar: Succession Planning With Structuring Buy-Sell Agreements for Business Owners

July 22, 2021 @ 1:00 pm - 2:00 pm CDT

Succession planning blunders are way too common. And you might be making them.

The biggest blunder may be not knowing how to structure a buy-sell agreement as part of your succession plan.

In this upcoming webinar, you’ll learn about ways to structure buy-sell agreements and build your succession plan in order to transfer your business and continue your legacy the way you want.

Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, covers the following in this webinar on Thursday, July 22, 1 p.m. CT:

  • Why succession planning is key
  • Why the almost plan is no plan at all
  • How capital gains rule changes might shift the game
  • Different types of buy-sell agreements
  • Funding strategies for buy-sell
  • Valuation strategies for succession planning

Register today for tips on how to get the succession planning ball rolling and structure your buy-sell agreement.

Details

Date:
July 22, 2021
Time:
1:00 pm - 2:00 pm CDT