Advisor Succession, Are you Prepared?

November 1, 2017 11:00am-1pm

Space is limited so register early

Please see the agenda below and kindly RSVP by clicking on the
“Register here!” link to secure a spot for yourself!

AGENDA

Please be our guest at the IDC Worldsource Insurance Network, Vancouver office. #2338-666 Burrard Street

Your host, Michael Gau, Win’s Succession specialist and retirement consultant, will lead you through a casual presentation that will focus on succession facts, demographic and valuation realities, common myths and misconceptions associated with succession and retirement. Michael will also help you identify the steps to properly prepare & protect your business for succession.

Here are just some of the topics that will be covered:

• Advisor demographics and how that reality is impacting the market
• The Seven Sins, the seven most common steps Advisors fail to address in planning
• Valuation considerations and market realities
• The “How to” a process to prepare your practice for succession
• Succession options and opportunities
• Advisor business insurance, a new and innovative means to protect your business

Lunch will be provided after the presentation.

If you have any questions, please feel free to contact Michael Gau at
mgau@winsuccessioninc.com