Home
Prev MonthPrev Month Next MonthNext Month
Succession Planning Strategies for Retirement
Thursday, June 21, 2018, 1:00 PM - 2:00 PM EDT
Category: Webinars

Join Suzanne Patrick-Lawrence of Advisor Business Solutions, on Thursday, June 21 at 1pm EST as she discusses the the importance of financial advisors having a succession plan, description of plan options and the process involved from finding a successor, establishing terms and executing the plan. The presentation also includes emergency plans such as a Continuity PIan which is a shorter term option. The overview includes points to consider when choosing a successor which can be external (another firm) or internal (hiring or grooming within the firm), then preparing for the transition phase, what areas can impact the firm value and overview of valuations, due diligence process and ending with the goal of a smooth, successful transition.

Register Here

The webinar has 1 CFP® Continuing Education credit pending.  The webinar is open to all advisors and financial services professionals. CFP® CE credits are limited to AAAA members only.  If you are not a AAAA member we encourage you to join by going to www.aaafainc.com.