Join us for an insightful discussion on reviving the spirit of summer and putting family first.
Our expert panel will guide you through practical strategies and actionable steps to take money off the table now, and design a customized succession plan for you.
We will cover:
1.) How the best inheritance you can leave your family is your time
2.) Real-life success stories from AmeriFlex advisors
3.) Essential elements of a Succession Plan
4.) What is SuccessionFlex® and how it can work for you