Using Succession Planning to Build a Firm That’s Granddaughter-Approved

Wednesday, September 29, 2021

In this webcast, Hilary Fiorella, Executive Director of The American College Center for Women in Financial Services, leads a panel discussion with professionals and thought leaders from across the financial services profession on the subject of business succession planning, including creating a systematic approach to your business’s succession plan, building a diverse and talented pool of successors, and understanding the importance of career development and satisfaction for your employees, to develop fertile ground that will benefit you, your clients, and your employees both present and future.


Tom Morris, ChFC®, RICP®, CLU®, CLTC®, CASL®, CFP®, Wealth Management Advisor at Northwestern Mutual

Christine Sjolin, SHRM-SCP, VP of Strategic Development & Operations at FP Transitions

John Eing, MBA, CPA, CFP®, Financial Advisor & Relationship Manager at Abacus Wealth Partners

Tana Thomson, Chief People Officer at Vista Capital Partners