Date(s) - 12/14/2018
8:30 am - 10:00 am
Financial Decisions Group
How can you help your clients prepare for succession in their business?
This 2018-2019 series of Business Builder courses led by Via Consulting Group founder, Joe Lamberson will teach you about the valuation process and succession planning to guide clients knowledgeably through this journey.
While this course content will build off the last class, you won’t miss a beat if you can’t make them all. Joe Lamberson will provide a review of key concepts and deliver leave behind documents to get you up to speed.
Must register to attend.
All Business Builder sessions will be held from 8:30 to 10:00 a.m. at: