Interested in attending? Contact us
Your clients have worked hard to achieve their dreams. Now help them better monetize and keep what they’ve earned.
Your expert panel will focus on both conventional and novel solutions designed to maximize profits stemming from the sale of a business. Additional attention will spotlight the latest charitable planning techniques, complex inter-family transfers, multi-generational life insurance structures, and innovative estate transfers for ultra-high net worth families, including those with uninsurable lives.
Lastly, learn how to profitably jump-start the Value Creation process through techniques that engage the client’s interest at the onset of planning.