23TOT-18V: Succession or Cessation: The Choice Is Yours

While financial advisors educate clients on the intricacies and nuances of retirement and business continuity, they infrequently advise themselves in these two key areas. It is far more common for advisors to execute a cessation plan rather than a succession plan. Donald F. White Jr., CLU, ChFC, and Marc A. Silverman, CFP, ChFC, explain why crafting a tailored plan for exiting a business, and then executing that plan at the founder’s volition, is the key to maximizing the value of a practice and ensuring clients are in capable hands after the practice is turned over to the successor.

Afternoon Session | Speakers: Marc A. Silverman, Donald F. White Jr.