Here are some quotes from recent participants:

"This is an excellent seminar with relevant material to every brokerage principal"
"This seminar makes compulsory education worthwhile"

All seminars listed below qualify for RIBO hours (management) and also for life license requirements.

Are you interested in upcoming seminars?

MERGERS AND ACQUISITIONS

• Letters of intent and Confidentiality Agreements
• Business and Legal Terms to be Negotiated in Transactions
• Financing of Transactions
• Protection of Customer Lists
• Customizing Shareholders Agreements

EMPLOYEES AND PRODUCERS

• Hiring of Personnel
• Producer and CSR Agreements
• Protection of Customer Lists
• Termination of Personnel

LEGAL PLANNING FOR BROKERS

• Operational Planning - issues involving employees and producers including protection of customer list
• Planning for Sale or Purchase of Brokerage (Shares or Assets)
• Personal Planning - Wills, Powers of Attorney, Estate Planning

SUCCESSION PLANNING FOR BROKERS

• Wills and Estate Planning
• 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

CURRENT TRENDS IN ESTATE PLANNING

• Estate Planning
• Valuation of Brokerage on Death
• Powers of Attorney
• Long Term Care
• Wills
• Tax Planning

Upcoming Seminars and Speaking Engagements:

Seminar Topic	Location	Date
Buying and Selling a Brokerage IBAO 2012 Northern Ontario Convention	Holiday Inn Regent Street, Sudbury	Wednesday, May 2, 2012

Back to Top