Protecting Your Biggest Asset - YOU

Date & Time
Friday, September 12, 2025, 10:15 AM - 11:15 AM
Description

You are your biggest asset and if something happens to you, what happens to your firm, your employees, and your clients? There's a few key pieces to the puzzle that can be set up so that your business keeps going should you not be able to.

Learning Objectives:

  • Learn about key person insurance - from a business owner, not an insurance broker.
  • Learn about owner life insurance with the business as the beneficiary and why you want this.
  • Learn about the value of an operating agreement and how this benefits you as the business owner.
Track
Managing People/Organization
Virtual Access
Live-streamed
CE
1.00 CPD Unit