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FPA Connect: Step-By-Step Succession Planning Process and Procedure
Webinar / Online Meeting Online MeetingMany 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 […]
FREE to AFCPE Members
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