Webinar: The Silver Lining During The Economic Downturn: Optimize Your Wealth Preservation Plan
Given the coronavirus legislation that has passed and/or is underway, now is a good time to revisit those planning techniques that more broadly respond to recessionary times.
Our complimentary presentation will explore planning and wealth preservation strategies that have become more relevant during the current business environment, provide an overview of the challenges with valuing businesses during the pandemic, and include a discussion of potential opportunities that may result from the changes in the market and low asset values.
After completing this course, you will be able to:
- Summarize the options for transferring wealth to the next generation
- Explain the various planning and wealth preservation strategies applicable in the current environment
- Explain the various methodologies used in valuation
- Describe the valuation risks and uncertainties associated with the pandemic
- Describe the potential opportunities that may result from the change in asset values in the current environment
CPE: Eligible for 1 CPE credit
Advanced Preparation: None
Program Level: Overview
Delivery Method: Group Internet-based