purposefulplanninginstitute.com
Assembling a Multidisciplinary Team for Business Succession Planning
Guest Speaker: Peter J. Merrick, FMA, CFP, TEP, FCSI, Income and Capital Enhancement Consultant, TheIceSolution.com Host: Mark Alton, CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS, CPWA®, PPI Dean of Collaboration Description: The principal theme of this session is that developing a successful business exit and estate plan is like assembling a complicated puzzle. Each part must fit with the