Succession Planning - Different Approaches ... Different Paths

Come hear our panelists share their journey on how they are addressing succession planning for their respective firms in three interesting and different ways.

Learning Objectives:

• Discover how an individual and/or firm similar to your own, is facing the challenges of their path to succession for their firm
• Learn what mindset is needed during such a transition
• Find out what do you need to do in advance to prepare for a successful and smooth transition of your firm