The FPA and Janus Henderson research shows that when it comes to succession planning, many financial planners are stuck. In fact, 51% reported that finding the right successor to their business is their top reason for hesitating to create a succession plan.
Join in this interactive, unique discussion that will empower you to jump-start the planning process, providing solid guidelines for identifying potential successors and for developing a goal oriented plan towards a easier transition to whatever comes next.
May 30, 2018 2:00 PM Eastern
FPA Member Price:
This course is no longer available for purchase.