Broker Succession Workshop | Virtual and RIBO Accredited

Are you thinking about how to pass on your brokerage or how the capital gains tax changes will impact your succession plan? There have been many changes in legislation and the market, and you probably have questions about succession planning and what’s next for your brokerage’s future.

To help answer these questions and provide a holistic roadmap, Collectivfide Insurance Group is hosting a FREE, RIBO-accredited workshop that will provide crucial answers about what to expect during your brokerage’s selling or succession planning process.

Join experts in taxation, accounting, wealth management, legal and sales planning as they walk you through the process so you can reap the full benefits of your hard work and plan for your future. Selling or creating a succession plan is one of the most significant decisions you’ll make, and there will be a guest speaker who has gone through the process and can provide first-hand experience so you can be completely prepared.

This workshop is recommended for all insurance brokers.

Thursday, Sept. 19 at 9am via Zoom.

Reserve your spot today: Click Here to RSVP or by emailing info@collectivfide.com