Advisors’ Edge: Unlocking Employee Ownership for Your Clients


 

 

 

 

 

 

 

 

Ready to elevate your exit planning expertise?

Join us for Advisors’ Edge: Unlocking Employee Ownership for Your Clients, a CE-accredited course designed specifically for financial professionals like you. This training, is provided by the Indiana Center for Employee Ownership in partnership with the Employee Ownership Expansion Network and Project Equity.

In this free ~1 hour virtual lunch and learn you will gain:

  • CE credits for your professional development
  • Exclusive insights into employee ownership transitions
  • Strategies to deliver value-driven solutions to your clients

This 1 hour training will be offered 11:30 to 12:30 EST on December 17th, and January 14th via Google meet, and you have the option of attending whichever day best fits your schedule.

Don’t miss this opportunity to stand out as a trusted advisor.

Registration Link or copy paste the following link in your browser: https://forms.gle/F5pgUAVK71xACyQ57

The Indiana Center for Employee Ownership is a 501(c)(3) public charity. Our mission is to promote better understanding of the values of employee ownership among business leaders, public officials, employees, members of the media, students, academics/academic institutions, consumers, and other persons and organizations in Indiana.

I hope to see you at one of our sessions –  Rick

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