Succession Planning: Planning for Success!

Date: Thursday, January 23, 2014
Time: 5:15pm - 7:30pm
Location: Duquesne Club
Speaker: Panelists: Robert Fragasso, Krishna Pendyala, Bernard Wetzel

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.

Robert Fragasso

Chairman and Chief Executive Officer

Fragasso Financial Advisors

Read Robert Fragasso's Bio Here.

Krishna Pendyala

Founder and Chief Empowerment Officer

Tetra Advisors

Read Krishna Pendyala's Bio Here.

Bernard C. Wetzel, Ph.D.

Executive Coach and Consultant

Read Bernard Wetzel's Bio Here.


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