The best time to start thinking about succession planning is the moment you launch your planning firm, experts say. But, fear not. If you didn't get started that early, join us for a discussion with top experts to learn about the routes to preserving your firm's value for future generations -- while funding your own retirement.

Our webinar "Succession Planning: The right steps to ensure a successful hand off" will cover smart hiring, internal equity transfers, M&A and much more.

Key Speakers

David DeVoe
Managing Director and Founder, DeVoe & Company
Timothy W. Chase, CPA/PFS, CFP®
Partner, CEO WMS Partners, LLC
Ann Marsh
Senior Editor & West Coast Bureau Chief, Financial Planning