NTSA Webcast: Business Succession for Advisers Considering Retirement-OD
May 31, 2018 To May 31, 2019
Speakers: Ron Culverson, First VP, Sales; and Kevin Twohy, Regional First VP, Partner Development, PlanMember Securities
Experience Level for Attendees: All
Target Audience: financial advisers considering retirement, financial advisers looking to acquire books from retiring advisers, and those who have an interest in providing succession information to potential retiring advisers
Description: Do you have a personal retirement plan in place for yourself … a real one, that includes answers to “who, where, when, and how?” Though most advisers won’t admit it, the “clock is ticking” on their own personal timing to develop a quality succession plan. Industry research shows that over 50 percent of financial professionals do not have an executable succession plan in place for themselves. Led by industry veterans in adviser succession, this webcast will provide you with specific details and resources to understand the nuances and challenges related to adviser succession, and how to confidently develop and/or complete your own succession plan.
Recorded webcasts are available for one year after the live presentation date.