Please join Wayne M. Zell, Esq. for this 5th of eight videos of Episode 6: Post-Exit Planning, which concludes discussion of managing post-retirement risks, with extensive consideration of avoiding the effects of bad advice and fraud.
This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on October 25, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018.