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PFP18ER03 - Beyond the Math

Jun 11, 2018 6:00am ‐ Jun 11, 2018 6:50am

Standard: $49.00


Ensuring the best possible outcome for a succession plan goes well beyond the question, “how much can I get for my firm?” In this insightful, inspiring, information-rich talk, Shannon O’Toole Kuhlman, Buckingham Strategic Wealth’s Chief Talent Officer will provide answers and fresh perspectives to the most important factors RIA firm owners should consider when planning for succession. Perfectly suited to succession-minded RIA firm owners and advisors, “Beyond the Math” delivers multi-faceted, actionable ideas designed to help participants ensure the brightest possible future for their clients, their teams, and themselves.

Learning Objectives:

• As a RIA owner, understanding your succession and/or continuity planning options and how they will effect you, your team and your clients.

• Understanding the process of going through an external succession or continuity transition.


Tags: PFP

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