Events
Transitioning Family Business Wealth
Date: April 27th, 2021Location: Zoom Webinar
Time: 10 AM to 11 AM
Description: Please join Tax & Financial Group for a special live webinar featuring Dr. Tom Deans, The New York Times Top-Ten Author of Every Family’s Business, with more than 1 million copies sold.
Attendees will take away valuable ideas to help:
- Transition a business to family or outside the family
- Protect family wealth in an operating business
- Begin important family conversations about estate planning
Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Tax & Financial Group nor Securian Financial
Services are affiliated with Tom Deans. TFG is independently owned and operated. Tax & Financial Group – Headquarters: 4001 MacArthur Blvd., 3rd Floor, Newport
Beach, CA 92660. 3482504 DOFU 03.2021
