Chapter News

    Successful Succession & Continuity


    Our 2019 Fall Symposium highlighted a breakout session on “Successful Succession & Continuity Planning” from Tim Wyman, CFP® at The Center for Financial Planning, Inc. We are pleased to provide you with a video replay of the presentation accompanied with a time-stamped summary so that you can easily “jump” to the topics that are of most interest to you. Succession and continuity planning is important to all of us, no matter what the stage of our career – we hope you find the information and resources helpful! To view the video, please click here.

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