Join three RIA industry icons as they discuss the critical topic of succession planning. As advisors and former leaders of enterprise-level RIA firms, Tim Kochis, Peggy Ruhlin, and Jane Williams have witnessed and executed many different versions of succession during their tenure in the industry.

Join us to learn how to “plan for the plan” and share best practices for ensuring a successful transition of your firm’s most valuable assets – your clients.

To request the password for the replay, please email: sara.prouse@devoe-co.com