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12:00 pm

FPA Connect: Step-By-Step Succession Planning Process and Procedure

September 17 @ 12:00 pm - 1:00 pm EDT
Webinar / Online Meeting, Online Meeting
FREE 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 […]

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