Complimentary CE for Professional Advisors
 

Professional Advisors

Upcoming Seminars

Want to serve your clients better? Truman Heartland Community Foundation CE is always free, fun and informative. 

Webinar: Spring 2020 Complimentary CE

Wednesday, November 11, 2020 from 9:00 – 11:30 a.m.

Location: At your desk! Webinar access instructions provided after registration.

Register Now

Business Succession Planning: Options for Your Small Business Client and How to Get Them There

Andrew S. Felker, JD

9:00 - 11:30 a.m.

Presenter: Andrew S. Felker, JD
Chinnery Evans & Nail, P.C.

Whether retirement is just around the corner or decades away, a business succession plan offers your small business clients peace of mind and ensures a transition that benefits their business and their financial future. In this webinar, local expert Andrew Felker will help you identify the basic building blocks for business succession planning, discuss the ins and outs of buy-sell agreements and cover methods for transitioning ownership of a small business.

Andrew S. Felker an attorney with Chinnery Evans & Nail, P.C. His practice focuses on aspiring and experienced business owners in need of legal guidance as well as individuals and families navigating the often difficult decisions associated with drafting estate planning documents. Andrew is a graduate of the University of Missouri School of Law and actively serves as a member of the Board of Directors for Lee’s Summit Chamber of Commerce, the Kansas City Estate Planning Symposium, and the J. Reuben Clark Law Society’s Kansas City Chapter. Andrew is also a member of the Board of Trustees for Lee’s Summit Medical Center.

 

Continuing Education: 

  • 2.5 hours Missouri CLE (Program ID: 619936)
  • 2.5 hours CFP (Program ID: 275369)

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