Course Description:                                                                                                        



This course focuses on succession and exit planning for business owners.  We cover the processes, tools and techniques utilized when assisting clients meet their exit planning and wealth preservation objectives.  Various techniques and tools will be covered. In addition we will focus on the most cumbersome part of the exit and succession planning process, which is how to motivate business owners to start process.

NOTE:  The course level is intermediate to advanced.  The attendee should have an understanding of basic estate planning concepts before attending this course.

This course has been approved for 4 hours of continuing education credit by the Colorado Division for Insurance Professionals and the CFP® Board of Standards for CFPs.  It also qualifies for CE credit from the Colorado State Board of Accountancy for CPAs.

The program is presented from 8:00 a.m. - 12:00 p.m. at the Davis Schilken, PC Conference Center at 523 Park Point Drive, Suite 101, Golden, CO 80401.

Continuing Education Credits:

• 4 hours - Colorado Division of Insurance and the CFP® Board of Financial Standards
• 4 hours for CPAs (prior approval not required for Colorado CPAs)

Location:

Davis Schilken, PC Conference Center
523 Park Point Drive, Suite 101
Golden, CO 80401

Upcoming Dates:

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Other Courses Offered:

Essential Estate Planning Concepts
Estate Planning for Successful Women
Elder Law & Our Aging Population
Planning with IRAs & Qualified Retirement Plans
Advanced Estate Planning Techniques
Estate Planning for Unmarried/Non-Traditional Couples
Understanding Charitable Planning Techniques