Stewards, Not Just Stakeholders: Preparing the Next Generation for What’s Next
Most family businesses fail to survive generational transitions—not because of flawed tax planning or legal documents, but because of people issues: trust, communication, preparedness, and conflict. This webinar explores the human side of succession planning, offering practical frameworks and tools for helping families establish governance structures, engage rising generations, and build lasting alignment between family and business. Designed for advisors who serve family enterprises, this presentation will equip you to guide clients toward a more intentional, resilient future.
Following the webinar, visit this link in a new tab to complete a brief survey.
Presented by: Gene Wolf
CLE: 1.0 General credit
Approved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT
(AK, AZ, CT, FL, ND, MO, NH, & TX are eligible to claim credit.)
We will supply you with the information needed to apply in other states.
Contact shopcle@wealthcounsel.com for CLE assistance.
WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle. Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.
