Every advisory practice will face a transition—but not every transition is planned. Whether you envision retiring, scaling back, selling, or merging, your ability to serve clients during and after a succession event depends on the plan you put in place today.

In this fast-paced, 75-minute moderated discussion, we'll unpack the trade-offs, risks, and opportunities associated with each path—focusing on how to safeguard client continuity, preserve team stability, and maintain your professional legacy.

You’ll walk away with:

• A clear comparison of two real-world succession pathways
• Tools to evaluate your firm's readiness
• Guidance on protecting client relationships during transition
• Practical next steps - no matter your timeline

This isn’t about theory. It’s about your firm, your clients, and your legacy. Whether you're 5 years away or already in talks, this session will help you move forward with clarity, control, and client care at the center of your plan.

Application for continuing education has been filed with CFP Board

We anticipate that seating will be limited. Don't wait to secure your spot - this is the conversation your future self (and your clients) will thank you for.