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September 17, 2020 @ 12:00 pm - 1:00 pm EDTFREE to AFCPE Members
Many small business owners, especially sole proprietors are reluctant to explore the issue of succession planning possibly due to the difficulty and complicated emotions in facing a major transition. In this session, attendees will learn how having a nuts and bolts understanding of the process is an effective first step for financial counselors to empower their clients to successfully transition their business.
Presenter: Emily Chiang