Succession Planning For Brokers
Steven Borlak and Jesse Borlak of Borlak Law Office, legal counsel to property and casualty insurance brokers in Ontario, will be presenting Succession Planning For Brokers from 8:30 a.m. – 2:30 p.m. on Wednesday, September 25, 2019 at The Edward Hotel, 50 East Valhalla Drive, Markham, Ontario. Stephen Gleave litigates cases in the insurance industry and will also present issues of importance to brokers.
Topics will include;
- Wills and Powers of Attorney – the most important legal documents in your life
- Employee and Producer Agreements
- Shareholder Agreements
- Sale Options
- Financing Alternatives
- Sale Documentation – from letters of intent and confidentiality agreements to final agreements
- Business and Legal Terms to be Negotiated in Transactions
- Protection of Customer Lists
The seminar qualifies for 5.0 hours of RIBO accreditation (management) and also 5.0 hours for life licence requirements. The registration fee is $295.00 plus HST ($333.35 total), payable to Majesteve Consultants Limited. Breakfast, lunch and materials are included.
Please submit the registration form below and forward cheque for payment by mail to; 6372 Main Street, Stouffville, Ontario L4A 1G3.
Any questions about registration? Call (416) 324-2610 or email firstname.lastname@example.org
Registration fee less $35.00 is refundable if cancellation is received FIVE working days before the seminar. A registrant unable to attend may send a substitute. While every reasonable effort is made to provide programming in conformity with this advertisement, rights are reserved to cancel or reschedule as necessary.