Description

You're invited to an exclusive seminar focused on Shareholder Agreements—an essential topic for business owners and their advisors. Co-hosted by two Certified Financial Planners, along with special guest speaker Isaac Kelsey, QAFP, IG Estate & Insurance Specialist, this complimentary event is ideal for business owners, as well as accountants and lawyers who support them. 

You've put in the hard work building your business, drafting agreements, or advising your clients to protect them, the business, and their families. Now, learn about common pitfalls that can arise after the work is done and discover how to ensure the successful execution of shareholder agreements by working with a Financial Planner. 

During this session, we will discuss: 

• Buy-Sell agreement essentials
• Operationalizing the agreement 
• How including a Financial Planner can streamline the process for all parties 

Enjoy a light breakfast buffet and refreshments throughout the presentation. Please inform us of any dietary restrictions or allergies.

Don't miss this opportunity to learn, network, and make valuable connections to support your business and your clients!