The seminar is structured to build from foundational financial planning to advanced transition and legacy strategies, with time for interaction.
• Understand the interplay between personal finances and business assets for effective planning.
• Identify key considerations for business transitions, including exit strategies and risk mitigation.
• Explore financing, insurance, succession, and estate planning tools to protect and grow wealth.
• Develop actionable steps for aligning business goals with post-transition lifestyles and legacies.
This course draws from Merrill Lynch resources on transition planning (focusing on before, during, and after stages) and comprehensive financial planning for business owners, emphasizing practical strategies to address unique challenges like wealth trajectory, family protection, and business continuity.

This session has been approved for two (2) hours of CE credit by the Alabama Home Builders Licensure Board, the Alabama Board of Heating, Air Conditioning & Refrigeration Contractors, and the Alabama Plumbers & Gas Fitters Examining Board.

Instructor is Tyler Johnson, Team Financial Advisor, Merrill Lynch.

Cost is $50 per person. 

Questions? Please contact Louise Brown at (800) 745-4222.