Succession Planning - Different Approaches ... Different Paths

2:00 PM - 3:15 PM

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
Watch for all the details coming on NAPFA 2022 Events