Investing for the Future: Managing the Risk, Maximizing the Value

Saturday, October 15, 2016
1:15 - 2:45 p.m.
Ernest N. Morial Convention Center
ACPE UAN: 0207-0000-16-107-L04-P and 0207-0000-16-107-L04-T
1.5 contact hours (0.15 CEUs)

Planning for your business and financial future is a necessity, and every independent pharmacy owner needs a plan for their business that will help manage their risk and build value for their future and the future of their pharmacy. In this program, investment planning experts will guide you through the planning process and the instruments to safeguard your business and assets and help you develop a strategy you can execute to maintain control, minimize costs, and ensure privacy.

Pharmacist and Pharmacy Technician Learning Objectives:

  1. Summarize the necessary components of the planning instruments, i.e., buy-sell agreement, wills, and trusts.

  2. Discuss the process of planning for business succession.

  3. Illustrate best practices for calculating, evaluating, and adjusting financial investment strategy to cover projected and unanticipated developments.

Speakers: Lawrence C. Barrett, CLU, ChFC, Independent Pharmacy Consulting Group LLC, Cleveland, Ohio; Thomas H. Craft, CPA, PFS, AEP, Independent Pharmacy Consulting Group LLC, Cleveland, Ohio


Activity Type: Application-based

Audience: Pharmacists and Pharmacy Technicians

Presentation and Resources: