Sacramento In Person Chapter Meeting
Thursday, October 19, 2023, 11:30 AM - 1:00 PM PDT
Category: Chapter Meetings
Meeting Title: Description of the meeting:
This presentation will help new and transitioning fiduciaries determine their options and next steps for business succession. Whether it is selling their practice, or transitioning to the next generation, this presentation will discuss what documents are needed and what considerations should be given now, before retirement. Meeting Date: Meeting Time: Speakers: Venue Name: Venue Address: Meeting Format: Food: Vegetarian option: CEU/MCLE: PFAC Members Only: Meeting Price: Level of Difficulty: Thank You to Our Sponsor:
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