Business transitions: How do I get out of this?

Business and finance |

Webinar nine of eleven.

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You’ve put a lot of your heart and soul into growing this business and now need some help figuring out how to transition out of it. This webinar gives some suggestions for getting on to the next chapter!

Presented by:

Dennis LeFevre, CFP®
Everence® Financial Consultant


Advisory services offered through Investment Advisors, a division of ProEquities Inc., Registered Investment Advisors. Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by ProEquities, Inc., or its affiliates.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.