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. 


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Course Information
Date Presented:
May 30, 2018 2:00 PM Eastern
Length:
1 hour
FPA Member Price:
Free
Non-Member Price:
$19.00
The Succession Challenge: Why Advisers are Failing to Plan for the Inevitable
Speaker Information
Michael Futterman  [ view bio ]
Julie Littlechild  [ view bio ]
Individual topic purchase: Selected
Products
Streaming
FPA Member Price:$0.00
Non-Member Price:$19.00