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Building Your Legacy: Planning for Your Firm’s Succession

We’ve turned the industry’s only study on succession planning into a live event that you cannot afford to…

We’ve turned the industry’s only study on succession planning into a live event that you cannot afford to miss.

Whether you are considering acquiring a firm, selling your firm or implementing an internal succession plan, this workshop will help you learn how successful firms are creating effective solutions to ensure their future, and get a comprehensive overview of the steps that are necessary to create and implement a plan.

Attend this interactive workshop to:

• Learn from industry experts and adviser panelists

• Network with peers and share best practices

• Create action plans to improve key areas of your business

Learn how successful firms are creating effective solutions to ensure their legacy, and get a comprehensive overview of the steps necessary to create and implement a plan.

Chicago: October 19

Registration includes a copy of the study results

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Building Your Legacy: Planning for Your Firm’s Succession

We’ve turned the industry’s only study on succession planning into a live event that you cannot afford to…

Agenda

Thursday, October 18 DAY ONE 4:00pm– 5:00pm Networking Reception Friday, October 19 DAY TWO 7:00am –…

Registration

Register today for $449 and receive a free copy of 2012 Succession Study results.

Speaker Profiles

Kelli Cruz Director, Research & Consulting, IN Adviser Solutions Ms. Cruz leads IN…

Sponsorship Information

PRESENTING SPONSOR Over 30 years ago*, Cambridge set out to partner with…

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