Business Continuation Planning

When
Wednesday, May 17, 2017
8:00 AM - 10:30 AM
Location
2400 Post Road, Warwick, RI 02886
Registered
17 registrants

Registration

NAIFA RI Member
Non-Member – $25.00

Registration is closed

Advanced Sales In a Box Series

BUSINESS CONTINUATION
PLANNING

Presented and sponsored by

Join us Wednesday, May 17 for a 2-hour CE session on Business Continuation Planning. NAIFA RI members can attend for FREE. This program has been submitted for 2 CE Credits in Rhode Island and Massachusetts.

Presenter: Richard Petrucci, Jr., JD, CPA, CFP® from Baystate Financial

Registration & Breakfast: 8:00am-8:30am
Program: 8:30am-10:30am

Learn about:

Characteristics of Closely Held Business
Importance of Business Valuation
Forced Liquidation vs Planned Liquidation
Gifting / Buy-Sell
Transfer for Value

Non-members may attend for a $25 fee - that fee will be refunded with your paid membership to NAIFA.

Register Today!

Contact Us

National Association of Insurance and Financial Advisors of Rhode Island

2400 Post Road
Warwick, RI 02886

Phone: 401-739-2977

Email: hello@naifari.org

Powered by Wild Apricot Membership Software