WEBCASTS
A Guide to Helping Clients with Succession Planning
and Liquidity Events
Business owners have unique needs; among them are answering the question of how to preserve wealth and successfully transition their businesses.
Join the experts at Clark Capital Management Group as they explore how advisors can help business owners navigate liquidity events, plan for succession, and plan for the next big change. Drawing on experience from hundreds of business owner clients and the expertise of Clark Capital’s Client Portfolio Management Team, this free educational webcast is a can’t-miss event for advisors seeking to better serve their clients.
SUMMARY
Topics covered will include:
- How to identify and address the needs of business owners
- How to support your clients with succession planning
- How to help your clients navigate sales, liquidity events, and business transitions
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio ManagementClark Capital Management Group
Patrick R. Schultz, JD, CWS®, CEPA®
Senior Wealth PlannerClark Capital Management Group
Cinthia Murphy
Investment StrategistVettaFi
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