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NTSA Webcast: Business Succession for Advisers Considering Retirement Clone

An upcoming NTSA webcast will take a closer look at business succession for advisers who are considering retiring.

Thursday, May 31, 2018
2:00-2:50 p.m. ET
Speaker:
Ron Culverson, First VP, Sales; and Kevin Twohy, Regional First VP, Partner Development, PlanMember Securities

Do you have a personal retirement plan in place for yourself — a real one that includes answers to questions like, “who, where, when and how”?

Though most advisers won’t admit it, the clock is ticking on their own personal timing to develop a quality succession plan. Industry research shows that over 50% of financial professionals do not have an executable succession plan in place for themselves.

Led by industry veterans in adviser succession, this webcast will provide specific details and resources to help in understanding the nuances and challenges related to adviser succession, as well as how to confidently develop and/or complete your own succession plan.

To register, click here. Be sure to check on NTSA Net for new information about upcoming webcasts and on-demand webcasts.