Agency Operations: The Essential Steps to Internal Perpetuation - Jun. 11, 2025 - Online

Description

ATTENTION: PLEASE ENTER YOUR EMAIL ADDRESS IN THE "YOUR CONTACT INFORMATION" BOX BELOW AND CLICK "GO" TO VERIFY YOUR MEMBERSHIP. (YOU DO NOT NEED TO LOG IN.) IF YOU BELIEVE YOU ARE A MEMBER AND IT DOES NOT FIND YOU AFTER ENTERING YOUR EMAIL ADDRESS, PLEASE CONTACT OUR OFFICE.

Instructors: Jeff Smith and Craig Niess

This is designed as a 60-minute workshop program where agency owners and future agency owners prepare the elements of an internal perpetuation plan. The agency owners will learn about the core components of an internal perpetuation plan and begin designing a plan for their agency. It is intended for an audience of current agency owners and future owners. The participants will be provided a template valuation plan to be completed during the program.

No CE.

To receive CE credit, each attendee must be registered.