March 13, 2019 Webinar

Date: Wednesday, March 13, 2019
Time: 12:00pm - 1:00pm
Location: Peterson Sullivan 601 Union Street, Suite 2300, Seattle, WA. 98101
Speaker: Peter J. Merrick, BA, FMA, CFP®, TEP, FCSI, DTM

NAEPC Webinar: Succession Planning may not take a tough SOB (Specialist on Board), but are you up to it?

Presented by National Association of Estate Planners & Councils

Wednesday, March 13, 2019

Speaker: Peter J. Merrick, BA, FMA, CFP®, TEP, FCSI, DTM

he principal theme of this session is that developing a successful business exit and estate plan is like assembling a complicated puzzle. Each part must fit with the others in order for the final image to take shape. Given the detailed knowledge of estate planning, business law, mergers and acquisitions, tax law, insurance products, financial planning, and wealth management required during the exit planning process. The objective of this session is to learn what components are needed to develop and manage a multidisciplinary team to adequately represent the client planning to exit their business. 

Peter J. Merrick, FMA, CFP®, TEP, FCSI, DTM is an income and capital enhancement consultant, speaker and author. Since the early 1990s, Peter’s career in business succession consulting and post-secondary financial education has been unparalleled in terms of depth and experience. He is considered one of the leading experts in succession planning, risk management, estate and trusts, US-Canada cross-border planning, and executive benefits and pensions across North America. Peter is a sought-after keynote speaker with expertise in project management for business succession. 


**Brown Bag Lunch

** This webinar is being shown at this location only, if you want to participate on your own please register with NAEPC REGISTER HERE for the individual program.

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