Succession Plans: Understanding, Planning and Executing

Whether you are 40 or 60, it pays to have a succession plan. But only about half of advisers have started to develop a strategy to hand over their practice to the next generation. More than simply another piece of paper, a succession plan is a roadmap that can eliminate surprises, provide a winning financial structure and offer peace of mind.

This webcast will cover the importance of having a succession plan, challenges of developing a plan, and executing a plan.

Our experts will discuss:

* Why have a plan in the first place?

* What are benefits and costs of having a plan?

* What types of succession plans are used and what’s the best model for me?

* How to structure a succession plan to create a profit path.

Attendees may submit questions before and during this live event.

A free and invaluable resource.