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Planning for the Unexpected and Preparing to Finish Well

Now Available On Demand

2020 has highlighted the importance of having a “What if” plan for when the unexpected happens. And undoubtedly you’ve had this conversation with many of your clients during these uncertain times. But are you listening to your own advice? Attend this webinar and realize lessons learned from the current pandemic about the importance of having a prepared continuity and/or succession plan in place to meet both planned—and unforeseen—life events.

The webinar, hosted by John Williamson, Director of Strategic Initiatives at Wells Fargo Advisors Financial Network and Dennis Leininger, Founder of Business Transition Solutions (BTS) will discuss:

  • The steps to establishing a continuity plan and how that can strengthen your practice
  • What to do “next” if your practice has an unplanned life event
  • The role continuity planning plays in buying and selling a book of business
  • The impact of planning ahead to Finish Well and its relationship to working more efficiently before retirement

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

John Williamson, SVP
Director of Strategic Initiatives , Innovation | Growth
Wells Fargo Advisors Financial Network (FiNet)


Dennis Leininger, CEPA, ASBC, CPC
Business Transition Solutions


David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement