During this 60-minute session participants will learn how to identify and have a conversation with a significant individual or family who requires support and advice on issues involving ‘Succession’. The webinar will cover how to package an offer to service the client. The conversations can be quite broad and deep pending the complexity of the asset base and group. There is a need to create a level of tension, and this enables parties to openly discuss issues of Income, Equity and Control. This session will look at these three areas and demonstrate how these topics can help to create the 3:10 and 100-year plan for the individual, business and or family. Participants will learn how to ensure the vision (for all) is identified and delivered with highest degree of probability and least amount of risk.

Register for the event.