Management Succession Planning for Family Businesses

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Speaker(s):

Valerie Peterson, JD

Special Needs Planning – Society of Financial Service Professionals

Financial Service Forum 2008

The FSP Forum is the premier educational meeting for the financial services profession. It focuses on continuing education, with a strong emphasis on advanced, practice-oriented instruction by world class speakers and provides CE credits for the credentials accepted for Society membership. A general session case study features a distinguished panel helping a family sort out a business succession planning problem. Complementing the advanced technical education are eight practice management sessions that provide important information on keeping your practice running smoothly and profitably.

Experts estimate that one in ten Americans between ages 6 and 64 suffers from a physical, mental, or emotional impairment. While needs-based government programs play a special role for these individuals, they are not sufficient. The need for skilled advice, financial protection, and a comprehensive approach affects a large and diverse population. Learn some of the most costly special needs planning mistakes and how to best serve this important marketplace.

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Duration : 0:2:4

Technorati Tags: Conference, Education, financial, fsp, Needs, Online, Planning, Professionals, Service, Society, Special

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