Managing for Today and Tomorrow – Session by Session ?· Managing for Today and Tomorrow – Session…

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  • Managing for Today and Tomorrow Session by Session!

    Session 1! Session 2! Session 3! Session 4! Session 5!

    Introduction!Transition Planning!

    Business Planning!Financial Statements!

    Introduction!Goal Setting!

    Estate Planning!Concepts and Tools!

    Succession Planning!Improving

    Communication!

    Succession Planning!Communication Barriers!

    Business Planning!Review of Financial

    Statements and Ratios !

    Estate Planning!Methods of !

    Asset Transfer!

    Business Planning!Vision for !

    the Business!

    Retirement Planning!Strategies for Reaching

    Retirement Goals!

    Succession Planning!Your Transition!

    Action Plan!

    Business Planning!Insurance!

    Retirement Planning!What Does Your

    Someday Look Like?!

    Estate Planning!Transfer of Assets and

    Estate Tools!

    Succession Planning!Analyze Your Situation!

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