Year-End Business Valuation and Wealth Transfer Considerations

Date: Wednesday, November 18, 2020 Time: 12:00–1:00 p.m. EDT Location: Webinar

Cohen & Company has joined forces with Leon LaBrecque of Sequoia Financial Group to discuss real world strategies to proactively manage the transfer of wealth and succession planning in the current financial landscape.

Panelists:

Phil Ryan (Moderator)
Scott Swain
Josh Lefcowitz
Leon LaBrecque

Webinar Resources

Year-End-Business-Valuation-and-Wealth-Transfer-11182020.pdf

*Please note, CPE credit is not available for watching the recording.