A reservation is required in advance of the program. Registrants will receive a confirmation e-mail the day before the event which will contain a link to join the meeting via Zoom and attachments of the handout material and CLE activity code and instruction on how to file with the Ky Bar Association (PDF files).
What will happen to your clients if something happens to you? Will your clients be taken care of? Does someone have access to your office, know the location of your client files, and have know how to access your bank / trust accounts?
Do you have a plan for realizing the value you've built in your firm?
Topics will cover ways to both protect your clients, family, and yourself, with just a bit of planning; strategies for realizing the value in your firm; maximizing the value of your firm.
Speaker Jeb Jarrell, CFP, MSFP, CAP
Principal, Plentiful Wealth
Cancellation Policy: All cancellations must be received by the LBA 24 hours in advance to receive a credit or refund. Substitutes will be allowed. This is a LIVE program and any post-event recordings will be subject to the On-Demand fee(s).
