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A Proven Process Approach to Legacy Planning

May 22, 2018 @ 11:30 am - 1:30 pm SA CPA Training Center $50 – $92.50
Course Number: 2018052222

Nonmembers CPAs pay an additional $21.25 per credit hour for CE classes; nonmember CPAs will be held responsible for paying this additional amount.

This two-hour course will provide information on the transition of legacy in business dealing with other assets that are not financial. Also covered will be how to get all the stakeholders involved in the process to get to the “ideal finish line.”

Learning Objective(s):    Participants will learn

  • the four assets that make a business owner “wealthy”
  • understanding the business owner’s ideal finish line
  • roadblocks and opportunities in reaching the ideal finish line – stakeholder meetings: the difference maker
  • virtual family office – collaboration of resources
  • action steps to move toward the finish line
  • positive progress – measuring the gap


Prerequisites: The method of presentation is group-live instruction and the program level is ​basic.  There are no prerequisites for this course nor is there any advanced preparation required.

Lunch included


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May 22, 2018
11:30 am - 1:30 pm
$50 – $92.50
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Tommy Oliphint, Founder, One Advocate Group Legacy


SA CPA Training Center
901 NE Loop 410
San Antonio, TX 78209 United States
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(210) 828-2722