NAIFA Rhode Island

Business Continuation Planning

  • Wednesday, May 17, 2017
  • 8:00 AM - 10:30 AM
  • 2400 Post Road, Warwick, RI 02886

Registration


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: 401-732-2400

Email: hello@naifari.org

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