Webcast: Business & Wealth Succession Planning in 2013

Business and wealth succession planning is essential to your clients who have spent significant time and energy acquiring assets. They're looking to your expertise to assist them in developing an integrated financial plan to deal with the often unique and complex issues they face.  This truly practical class provides participants with a systematic approach to developing a high-end estate transfer plan.  Throughout the course, you will be introduced to topics such as utilizing a team approach, modeling and tracking spreadsheets, and software options. To illustrate many of the concepts discussed, participants will see a live demonstration of financial planning software, run number-crunching exercises and hear examples of sophisticated estate and business planning scenarios.
Formerly titled: The Art of High-End Estate Planning