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Transfer and Exit Strategies CLE
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9/25/2019
When: Wednesday, September 25, 2019
8:30 AM
Where: Wealth Advisory Group LLC
1207 Troy Schenectady Road
Suite 201
Latham, New York  12110
United States
Contact: Marquita Jo Rhodes
(518) 445-7691 x116


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8:30 - 9:00 AM Networking

9:00 - 10:00 AM CLE Program

This one-credit session helps attendees understand the intricacies of transfer of ownership on behalf of their clients and what attendees can do to better position clients with their exit planning through use of valuation, estate tax value, entity purchase and cross purchase. In addition, strategies for funding the Buy-Sell agreement will be shared.

FREE CLE but please RSVP Above

The content of this course is appropriate for BOTH newly appointed and experienced attorneys (transitional/nontransitional)

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