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Live From Philly: Business Succession Planning and Beyond
Join us on May 14th as Senior Wealth Planner Patrick Schultz, J.D., CEPA® delves into the complex world of business succession planning. Whether your client is just starting to contemplate a sale or is deep in the process, you’ll walk away with actionable wealth planning insights to help ensure a smooth business transition for your clients.
Pending approval for one hour of CFP CE credit.