Advocis Greater Vancouver Fellowship Richmond Luncheon
TOPIC: Succession Planning for Advisors – Current Trends and Common Gaps
PRESENTER: Carolyn Ho, Business Transitions Consultant at GWL Great West Life
Advisor succession planning is an important part of our industry as more and more advisors transition into retirement.
Take advantage of this unique opportunity to learn from someone who helps financial advisors plan for voluntary or emergency business transition full time.
- 4 Common Succession Gaps and How to Avoid Them
- Preparing for Emergency Transition
- What Team do you Need to Assemble for a Successful Transition?
- Question & Answer Period
Continental Seafood Restaurant
11700 Cambie Road
Richmond BC V6X 1L5
Member: $25 plus GST
Non Member: $30 plus GST
1st Year New Member $20 plus GST