Succession Planning: Planning for Success!
5:15 PM Networking and Cash Bar
6:00 PM Dinner and Program
7:30 PM Program Concludes
As your clients age, succession planning will become increasingly important to them - they know it’s a critical topic, but likely need help tackling the issue. Join our panel of experts to learn how you can earn the right to be the trusted advisor for business transition issues and discover how and when to begin the succession planning discussion.
Chairman and Chief Executive Officer
Fragasso Financial Advisors
Founder and Chief Empowerment Officer
Bernard C. Wetzel, Ph.D.
Executive Coach and Consultant