Estate and Succession Planning for the Family Business Owner: A Practical Guide




9:00 a.m.


Financial Planning Association


Aqua Turf Club
556 Mulberry Street, Plantsville, CT

Event Information

Family businesses are a critical engine of the US economy and an important source of new business for financial planners, insurance professionals and other estate planning advisers. In this session, David Leibell and Dan Daniels, two lawyers who've worked with business owners for years, will share their knowledge and experience with dozens of family businesses to help FPA members serve this important client population.

For further information on the FPA CT Planners Conference 2012, please click here.

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