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Hampton Roads Chapter Program - Business Succession Planning with a Collaborative Team
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Hampton Roads Chapter Program - Business Succession Planning with a Collaborative Team

Hampton Roads Breakfast and Chapter Program

2/14/2019
When: Thursday, February 14, 2019
7:30 am - 9:00 am ET
Where: Holiday Inn
5655 Greenwich Road
Virginia Beach, Virginia  23462
United States
Contact: Lisa Winfield
757-363-7345

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HAMPTON ROADS CHAPTER EDUCATIONAL BREAKFAST

February 14 @ 7:30 am - 9:00 am

Welcoming National’s Pres-Elect for 2019/2020,  Robert B. Wellendorf II, CLU, CAP, AEP as our distinguished speaker!

TOPIC:

Developing a Business Succession Planning Case While Simultaneously Developing the Collaborative Planning Team (1 Hour)

Description – In today’s very complex financial planning marketplace, professionals working as teams are essential. This presentation will provide valuable insight on how to develop your professional network into ‘Strategic Partners’. In time, these partners will not only provide qualified referrals, they also will become your collaborative team for designing solutions to a multitude of client situations. We will walk through an actual business succession planning case, highlighting the value each member brings to the client, and focusing on each professional’s role in developing appropriate solutions. The end ‘product’ for our clients is materially enhanced when working collaboratively; it simply is the only way.

 

OUR SPEAKER:

Robert B. Wellendorf II, CLU, CAP, AEP
Executive Solutions, Omaha NE

 More details, click here




 

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