Planners pride themselves on helping clients set goals, map out plans and see that plan through to success. But most of them shirk from one of the most critical plans an advisor needs to make: their own succession plan. Those who do address the problem hit roadblocks almost immediately. How to start? How robust does it need to be? Our panel of experts will help advisors pick a place to start, then answer some of the most complex questions that arise along the way.

Key Speakers

Ann Marsh
Senior Editor & West Coast Bureau Chief, Financial Planning
Vanessa Oligino
Director of Business Performance Solutions, TD Ameritrade
Dave Koshinski
CEO, IPI Wealth Management