SFSP Succession Planning Roundtable
5 Questions For Succession Planning
Topic:
Join us for an engaging cross-disciplinary panel presentation to hear the TOP 5 QUESTIONS to ask when working with a client on succession, and who to talk to as your clients navigate the complexities associated with a transfer of this magnitude.
Panelists:
· Roddy Davis, JD, CPA, Estate Planning Attorney: Hagan Davis Mangum Barrett Langley PLLC
· Jon Glazman CPA, Tax: Smith Leonard, PLLC
· Tim Ward, CPCU, CIC, Risk/Liability: Senn Dunn, a Marsh & McLennan Agency LLC
· Kim Carson, CFA, Financial Advisor: Holderness Investments Company
· Abby Donnelly, MA, People and Emotions: The Leadership & Legacy Group
*A light continental breakfast will be served.
Come early to network and build relationships with other resources in the Triad. We look forward to seeing you!