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  • Home
  • CLE Webinar - Succession Planning for Solos and Small Firms

CLE Webinar - Succession Planning for Solos and Small Firms

  • 05 May 2021
  • 12:30 PM - 1:30 PM
  • Webinar
  • 20 registrants

Registration

Registration is closed
What will happen to your clients if something happens to you? Will your clients be taken care of? Have you chosen a successor to have access to your office, know the location of your client files, and have know how to access your bank / trust accounts? 

Do you have a plan for realizing the value you've built in your firm?

KDC Sponsor, Jeb Jarrell of Plentiful Wealth, will be covering simple ways to both protect your clients, your family, and yourself, with just a bit of planning. Additionally, he will teach strategies for realizing the value in your firm. You've built value in your firm, make sure you maximize it.

1.0 hour of general CLE has been approved by Kentucky, Indiana and Ohio.



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40383-1412

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