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CE Webinar: Business Succession Planning for the Family Business
March 16 @ 11:00 am - 1:00 pm
THIS PROGRAM IS CLOSED
This complimentary program is sponsored by MassMutual and conducted by GPAgency
Available for credit in these states: NC, SC*, MA, NH, NV
There will be no onsite option for this program.
Webinar: Business Succession Planning for the Family Business
Date: Wed., Mar. 16, 2022
Time: 11:00 am – 1:00 pm, EST
Instructor: Chris Carrigan, CLTC, along with a guest panel
Credit: 2 CE credits
Course #: NC-214613; MA-28647; NH-477191; NV-18702, SC-6000109324
This course will help the participant understand the transfer planning strategies available to the family business owner. The course will look at the objectives and challenges of the family business owner and the need to balance business objectives with the family’s needs. The participant will understand why it is important to start planning early for the succession of a family business.
MassMutual requires that all participants complete an Affidavit (click on Affidavit link to download). Please email the affidavit to Melinda@gpagency.com. On the affidavit, please include your name as it appears on your license and your NPN. The affidavit also requires a signature. Note: If you don’t have a MM#, that is fine – you don’t need one to participate. If you do have an MM# but have forgotten it, please let me know and I will look up.
- PLEASE log in 10-15 minutes in advance of the start time to give yourself time to work through any potential technical glitches.
- Please note, there will be 6 polling questions (3 per hour). ALL need to be answered in order to receive credit, so please listen closely. You don’t have to answer correctly; you just have to answer.
- We typically break around noon for about 10 minutes.
Questions? Contact Melinda@gpagency.com or (800) 283-8376
- March 16
11:00 am - 1:00 pm