NASBA CPE Credit is being offered for this webinar.

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SPONSORED BY
CHOREO
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WEB SEMINAR

Going there: The conversation CPAs need
to have with their business owner clients
REGISTER NOW

Most owners believe having a transition strategy for their business is important, but many have no such strategy in place. Why the disconnect? And how can CPAs help these businesses address this critical operational issue?

 

Join our web seminar, during which we'll discuss the why, what and how of this topic, including: 

  • The transition options businesses are considering
  • Voluntary versus involuntary transition events
  • Possible business owner objections to transition – and how to manage them
  • Helping clients lay the foundation for a transition

Don't miss this timely event where you'll gain valuable insights to help your clients overcome barriers to proper transition planning!
 
SPEAKERS

Clint Costa

Senior Wealth Strategist

Choreo, LLC

(Speaker)
 

David Winslow

Managing Director, 

Wealth Management

Choreo, LLC.

(Speaker)

Jennifer Liptow

Director, Research Operations

Employee Benefit News

(Moderator)
 
REGISTER NOW
 

NASBA CPE Credit is being offered for this webinar.*

SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit.
 

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