Lunch & Learn
A Fork in the Road for the Experienced Estate Planner
Brought to you by The Founders Group
“Add” business succession/exit planning or advanced estate planning to your practice through partnering and/or advanced education. Join Shelley, Melissa, and Joe in this split session where partners from each The Founders Group and The Laureate Programs will share unique processes for working with business owners and successful families. Allow yourself to have the innate confidence that you’ve gotten to the heart of the matter. Help clients stop thinking up to a problem or an issue and find their ability to think through it – increase your revenue and practice happiness.