NAIFA-Central Iowa Business Builder
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When: November 09, 2018
8:30 a.m. - 10:00 a.m.
Where: Financial Decisions Group
1501 42nd St
Suite 375
West Des Moines, Iowa  50266
United States
Contact: NAIFA Central-Iowa

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How can you help your clients prepare for succession in their business? 

This 2018-2019 series of Business Builder courses led by Via Consulting Group founder, Joe Lamberson will teach you about the valuation process and succession planning to guide clients knowledgeably through this journey.

While this course content will build off the last class, you won’t miss a beat if you can’t make them all. Joe Lamberson will provide a review of key concepts and deliver leave behind documents to get you up to speed.

Must register to attend. Click here to register.

National Association of Insurance and Financial Advisors-Iowa

600 State Street
Suite A
Cedar Falls, IA 50613