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2024 - IA Valuations - The Essential Steps to Internal Perpetuation - Free Webinar - June 12

IA Valuations Webinar  
Wednesday, June 12, 2024 11:00 AM - 12:00 PM   iCalendar Central Standard Time

Course #: Pending DOI approval
1 IL CE hour

Agency Operations: The Essential Steps to Internal Perpetuation
Internal perpetuation takes time and planning. For agency owners and the next generation of owners to transition internally, they must work together over an extended period of time, planning for the leadership, management, client relationships, and financial elements of a transition. This program will explore the essential steps in an internal perpetuation and how to begin your planning process. 

For more information & to register: click here.

IA Valuations Webinar  

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