718-268-9255
718-268-9268Upcoming Seminar
| The Basic Course on Business Planning 3 CE credits FOR BROKERS ONLY | |
| Tuesday, April 7, 2009 9am-12pm |
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| Duration: | 3 hours |
| Registration: | Registration is closed. |
| Course Synopsis: |
To differentiate between different types of business entities and determine the most appropriate planning concept. To discuss the importance and methods of objective business valuation by a qualified third party appraiser To identify when a business valuation should be completed and how to use valuations for business and estate planning with the objective to increase insurance sales To address the ramifications and negative impact of long term disability and the stability of the business. |
| What You Will Learn: | The purpose of this seminar is to education financial service professionals in the various types of business entities and how to do practical fact finding. We will apply these business planning concepts to business continuity planning. We will show how to use insurance to accomplish these objectives.
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| Course Materials: | Please arrive by 8:45 am. Course starts promptly at 9am. |
| Location: | Forest Hills Financial Group
1462 Lakeland Ave Suite 12 Bohemia, Ny 11716 |
