NAEPC Webinar: Complimentary Webinar Co-hosted with the Society of Financial Service Professionals - Succession Planning and Selling Family and Closely Held Businesses

Date: Thursday, June 8, 2023
Time: 12:00pm - 1:00pm ET
Location: Webinar
Speaker: James S. Aussem, JD, AEP (Distinguished)

Join us for this complimentary webinar co-hosted with the Society of Financial Service Professionals. Please note the special date and time. 

Program Overview:

This program addresses the questions and analysis used to motivate the client/owner’s journey through the process of transferring their enterprise. The emphasis is on a nuts-and-bolts explanation of alternative strategies which have proven effective in transitioning ownership to employees, or family members, or third-party buyers. The presentation provides a guide for speaking with clients, their families, and key employees.

Learning Objectives:

  • Which issues should be addressed in determining a successful exit from a business
  • Practical approaches for transferring the business to family and key employees
  • How to handle management transfer
  • Strategies for selling a business if the other options are not viable
  • An understanding of basic valuation approaches

Featured Speaker:

James S. Aussem, JD, AEP (Distinguished) is a shareholder in the Cleveland law firm of Cavitch Familo & Durkin, Co., LPA, a former member of its board of directors and former Chair of the Business Practice Group. Jim’s practice is focused on succession planning, mergers and acquisitions, as well as estates and trusts. Jim is a frequent speaker, facilitator, and instructor for many professional organizations on topics such as business succession, buying and selling businesses, estate planning, insurance, trusts and estates. Jim is designated an Accredited Estate Planner with Distinction; AEP® Distinguished by the National Association of Estate Planners & Councils (NAEPC) which inducted him into its Hall of Fame November 17, 2022. Baldwin Wallace University in 2004 presented him with its Distinguished Alumni Award, The Cleveland Chapter of the Society of FSP named him its Financial Service Professional of the Year in 2013 and the Society of FSP for which Jim served as the national president in 2017-2018 presented him with its Kenneth Black Leadership Award for 2019. Mr. Aussem is AV® Preeminent Rated – by Martindale-Hubbell the leading rating organizations for practicing attorneys and has been elected by his peers every year since 2009 as one of the “Best Lawyers in America for Business” in both Corporate Law and Trusts and Estates.

Register through the Society of Financial Service Professionals website by clicking the "Register Now" button below. If you are not a FSFP member choose "Continue as a Guest" when registering.

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Thank you to the Society of Financial Service Professionals for co-hosting this webinar with NAEPC.

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The Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education.  Programs typically take place on the second Wednesday of each month at 3:00 pm ET. 

Not able to attend on the live date and time? 
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.


Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during the calendar year for one discounted fee.    

Individual Series Type
$40 $280 ($360 value) Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
$40 $280 ($360 value) Student (available to a student who is enrolled either full or part time in an undergraduate or graduate program, majoring in the disciplines of legal, accounting, trust, insurance/financial planning, or philanthropy)
$60 $420 ($540 value) Member of an affiliated local estate planning council or at-large member of NAEPC
$100 $700 ($900 value) Non-member
$250 $1,125 ($2,250 value) Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration.

To Register

  • Individual Program:  Click on "register here" on the page associated with the program you will be attending live or on-demand. ‚Äč
  • Series Subscription: REGISTER FOR THE SERIES.  We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.  

For Our Councils

NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program links and accompanying materials.  

Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.

*NAEPC will provide a website link and password to the recorded version of each webinar you choose, which can be used to show the program to council members and guests who have gathered together in person or on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded program. 

Continuing Education Credit

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact prior to attending your first program if you have any questions with regard to the availability of credit. 

Event Conduct Policy

By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.


Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.

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