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A Successful Succession Plan for Your Clients Through Trusted Advisor Teaming
May 16 @ 3:30 pm - 5:30 pm
May 16, 2017 // Sponsored by Mass Mutual // A Successful Succession Plan for Your Clients Through Trusted Advisor Teaming
Joe and Sean will be discussing how teaming with all of a client’s advisors worked in putting together a client’s succession plan. They will be discussing an actual case from 2016 from beginning to end, the nuances of the situation, and the process needed to implement the succession plan.
- Joe Maier, JD, CLU, EPLS, AEP® – Attorney, O’Neil, Cannon, Hollman, DeJong & Laing
- Sean-Rae Zalewski – Financial Services Representative, MassMutual
CE Credit: 1 CE Credit has been approved in Insurance, Legal and CFP®.
Join the Society of Financial Service Professionals (SFSP) – Milwaukee Chapter for our upcoming Membership Meeting and Networking Event at Café Grace (11200 W. Burleigh Street) in Wauwatosa from 3:30pm to 5:30pm. There will be a complimentary appetizers and beverages provided before each presentation. There is no charge for SFSP Members to attend.
Networking & Reception: 3:30 PM to 4:00 PM
Presentation: 4:00 PM to 5:00 PM
Additional Networking: 5:00 PM to 5:30 PM
All Attendees will receive two drink tickets good for house wine, domestic beer or soda.
Click here to register online.