您的188bet亚洲真人体育下载网址财务规划公司的继任计划之旅
188bet亚洲真人体育下载网址财务规划公司的所有者可能会担心如何规划继任. Lean on the advice of your peers to ease into retirement.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Basic
CPE Credits
2
Instructor
Dirk L. Edwards, Lori Luck, Ted Sarenski
Availability
3 months
Product Number
WC3988306
Success with succession
As the owner of your CPA financial planning firm, 你可能会彻夜未眠，想知道如果你决定退休或减少工作时间，你的客户和员工将如何得到照顾. In this webcast, 你会听到188bet亚洲真人体育下载网址的财务规划师们采取不同的方式来建立接班人计划.
The experts will share their best advice on:
- 他们走到现在的位置以及他们在继任计划中的位置
- The steps they took to put a succession plan in place
- 如果他们重新来过，他们会改变什么
- What to consider when selling to an outside buyer
- How money factored into decision-making
- Their experience with attracting next-gen owners and partners
- How they dealt with the emotional side of letting go
- 当他们在继承后重新定义自己时，接下来会发生什么
- Their best piece of advice as you take your next step forward
Key Topics
- Succession planning in a CPA financial planning firm
- The different options for finding a successor
- 如何放手，朝着你想要创造的生活前进
Learning Outcomes
- 确定188bet亚洲真人体育下载网址财务规划师为其客户和公司寻找接班人所采取的不同途径.
- 在你的接班人规划之旅中，选择你想要采取的潜在步骤.
- 认识到如何放手，朝着你想要创造的生活前进.
Who Will Benefit
- Tax professionals who serve individual clients
- 188bet亚洲真人体育下载网址理财规划师和其他专业理财规划师
- Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
PCPS members save 20%:
结帐时需要提供优惠码以获得折扣价格. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an [email] (mailto:pcps@hebhgkq.com?188bet亚洲真人体育下载=PCPS%20membership%20check% 2020for %20webcast%20discount)，我们会马上回复你! Or, learn more about PCPS membership!
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6+ registrants
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