PROFESSIONAL EDUCATION
Events
UPCOMING BRIEFING · NOVEMBER 19, 2026
Business Owner Planning Gaps
Recognizing Legal, Ownership, Control, and Liquidity Risks
A practical briefing for professionals who advise business owners and their families.
Explore how estate documents, entity agreements, decision-making authority, buy-sell arrangements, and liquidity plans can become disconnected—and how to recognize the gaps before a crisis.
For CPAs, CFP® professionals, wealth advisers, fractional CFOs, exit planners, commercial bankers, insurance professionals, attorneys, and other advisers serving business owners.
Thursday, November 19, 2026 · noon–1:00 p.m. Central · Live on Zoom · Room opens at 11:50 a.m. · CE/CPE credit is not currently approved.
Registration is required. After registering, you’ll receive a confirmation email with your personal Zoom joining link. Presenter: Robert Thomson, Thomson Law Firm, PLLC.
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Our educational programs explore the legal questions connecting business ownership, family security, and continuity. To request notices of future briefings, email info@thomsonfirm.com. Selected recordings and resources will appear here when available.
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