Business U: Business Succession & Estate Planning Basics

Financial Decision Making for Business Owners
As a business owner, your time is consumed with building a better, more profitable and hopefully more valuable business. Unfortunately, that often means deferring many important personal financial decisions to the future.
 
This course will help you understand the various business and personal financial decisions that should be incorporated into your long-term thinking. Most importantly, you will gain a better understanding about steps you can take now to help provide a more financially secure future for yourself, your family, your business and your employees.
 
Who should attend?
The material presented in this course is designed for successful - and busy-business owners to refresh their understanding of key business financial concepts.
 
Objective education and course textbook
This course is for educational purposes only. Unlike financial seminars that focus on a specific topic, Business U is a comprehensive course to help you see the big picture.  You'll receive an in-depth course workbook with important information about business planning concepts and tools. The workbook is designed to follow the curriculum and serve as a reference tool in years to come.
 
Insights and tools that make a difference
By gaining relevant insight about important business and financial concepts, you will become an advocate for your own needs and be better positioned to utilize the expertise of your existing team of advisors. This course is intended to provide you with the stepping stones to move forward on a path to accomplishing your personal objectives.

The final session will identify some of the specific options that are available for a business owner who is ready to transfer ownership of the business. We will also discuss estate planning strategies that business owners can use to protect and transfer their estate.

• Business succession: Understanding your options
• Estate planning basics
• Advanced estate planning issues