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Planning for Retirement Throughout Your Career

February 6 @ 1:00 pm - 2:00 pm

Your business and industry have continued to change and evolve over the course of your career, as has the concept of “value” and the need for succession and exit planning. As an advisor/agent/rep, you have to work in your business AND work on your business as the CEO, and it is important to understand how and when you will exit the business.

This presentation will show you what you need to know about building and growing a valuable business you can someday transfer to the next generation:

    • Valuation – Key valuation considerations and how to drive value higher
    • Structure – Building a sustainable and attractive business model
    • Growth – How to achieve growth through a merger or acquisition
    • Exit – Planning for your exit. Best practices to employ today to plan for tomorrow


Register Here!



February 6
1:00 pm - 2:00 pm