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Succession Planning

Topic

Estate Planning

Program ID

335470

Hours

1

Format

Live / Conference Session

Complexity

Intermediate

Description

Succession planning is a critical aspect of fiduciary duty for all Registered Investment Advisors (RIAs), yet many have not formalized their plans. This session will provide a comprehensive overview of the various succession planning options available, along with their respective advantages and disadvantages. Attendees will gain valuable insights and leave with a clear, actionable roadmap to initiate their own succession planning process.

Learning Objectives

1. Recognize the Importance: Understand why succession planning is essential for all RIAs and the potential risks of not having a plan in place. 2. Explore Options: Examine the different succession planning strategies, including their benefits and challenges. 3. Develop a Roadmap: Begin crafting a personalized succession plan, focusing on key value drivers and actionable steps.