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This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn

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Location

Western Galleria Dallas

The Westin Galleria Dallas
13340 Dallas Parkway,
Dallas, TX 75240

Thursday, May 30, 2013

11:20 AM - 12:10 PM

PLANNING FOR SUCCESSION IS SUCCESSFUL PLANNING—CE CREDIT AVAILABLE

Moderator: Kelli Cruz Founder & Managing Director, CRUZ CONSULTING GROUP
Panelists: Janet Briaud CFP, President and Chief Investment Officer, BRIAUD FINANCIAL ADVISORS
Panelist: Natalie Briaud Pine CFP, Chief Operating Officer, BRIAUD FINANCIAL ADVISORS
Panelist: Marie Moore CPM, Executive Director and Financial Advisor, THE MOORE GROUP AT MORGAN STANLEY
Debra Brennan Tagg Managing Director, BRENNAN FINANCIAL ADVISORS

Succession planning is something every advisor should think about and make arrangements for, yet over half of advisors aren’t engaged in the process at all. To ensure your clients are taken care of to your highest standards after you leave your practice—either willingly or suddenly—having a comprehensive plan in place, and ideally in some level of process, is key. Studies have shown the best advisor match for your clients is made when your successor is chosen from within your own firm.

With an abundance of financial programs being established at colleges and universities across the country, the next generation of financial advisor, whether brand new to the job market or career-changers, is one option to explore. The other is looking closer to home. In this session, the owners of two local firms and their co-owners—who also happen to be family—, talk with Kelli Cruz of Pepin Consulting, about their succession plans and the strategies behind them. You’ll take away insights into and perspective that will allow you to hit the ground running with your own plan to safeguard your clients’ wealth and best interests.

There is ONE CE credit hour available for this session.

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