Wealth Management Considerations with Business-Owning Families - Part 1
Aired: August 3, 2023
Families that own businesses face decisions and consequences that cut across the business and the family, so it’s critical in wealth planning to consider financial and non-financial interests. This session will help you establish a framework for systematically removing both financial and relationship risk as you help families plan for the continuity of their business. You’ll take home a clear understanding of how to navigate the questions of continuity vs. control.
A framework to understand the financial and non-financial considerations of the entire family business system
Examples of “missing conversations” and how to initiate them with courageous questions
Four superhero archetypes that will help you understand leadership transition styles and stumbling blocks
How to gain confidence that your client and their business can survive and thrive through a business transition
Dave Specht, Director, Global Family Business Institute
This intermediate level, Group Internet-based webinar is eligible for 1.20 CPE Credits for CPAs (Specialized Knowledge). Recordings are not eligible for CPE credits.
The Certified Financial Planners Board has granted 1.00 credit for this live webinar. Recordings are not eligible for CFP credits.
Prerequisite - Attendees should have background knowledge of the field of Wealth Management and Trust within the financial services industry.
Advanced Preparation - None
For more information regarding refund, complaint and program cancellation policies, contact American Bankers Association at 1-800-BANKERS.
American Bankers Association 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 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.