With all the focus on succession planning, many financial advisors overlook one of the key fiduciary duties of running a firm - continuity planning. Bridget Venus Grimes and Katie Burke will share their personal journeys of discovery regarding the necessity of a continuity plan for their practices and then will provide actionable steps on how to find an emergency continuity partner, understanding of funding options, and important legal considerations when developing a continuity plan of your own.
Learning Objectives:
Upon completion, participants will be able to assess the importance of a continuity plan for their practice and determine practice needs.
Upon completion, participants will be able to understand specific steps to take to develop a continuity plan for their practice.
Upon completion, participants will be able to articulate to their clients why they felt this plan was important to their client's own financial security.
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