NAEPC WEBINAR - Succession Planning may not take a tough SOB (Specialist on Board), but are you up to it?
Date: Wednesday, March 13, 2019
Time: 12:00pm - 1:00pm
Location: TCI WEALTH ADVISORS - 4757 Caughlin Parkway Ste B Reno
Speaker: Peter J. Merrick, BA, FMA, CFP®, TEP, FCSI, DTM
The principal theme of this session is that developing a successful business exit and estate plan is like assembling a complicated puzzle. Each part must fit with the others in order for the final image to take shape. Given the detailed knowledge of estate planning, business law, mergers and acquisitions, tax law, insurance products, financial planning, and wealth management required during the exit planning process. The objective of this session is to learn what components are needed to develop and manage a multidisciplinary team to adequately represent the client planning to exit their business.
Peter J. Merrick, FMA, CFP®, TEP, FCSI, DTM is an income and capital enhancement consultant, speaker and author. Since the early 1990s, Peter’s career in business succession consulting and post-secondary financial education has been unparalleled in terms of depth and experience. He is considered one of the leading experts in succession planning, risk management, estate and trusts, US-Canada cross-border planning, and executive benefits and pensions across North America. Peter is a sought-after keynote speaker with expertise in project management for business succession.
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