Counseling Your Clients from Business to Retirement

We will look at the 3 options each business owner faces and add insight to issues that often arise during a business continuity conversation. You will be better equipped to help your client decide the best future for their business and retirement. This presentation uses a case study and panel style approach to discuss the issues of counseling your clients from business to retirement.

Attendees will receive Key Questions and the Ideal Life Exercise Tools to help have better client conversations and outcomes.